MyPlanIQ Major Brokerage Investor PIMCO No Load Mutual Funds

PIMCO No Load Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
Emerging Market
DIVERSIFIED EMERGING MKTS PEQDX PIMCO EqS Emerging Markets D
DIVERSIFIED EMERGING MKTS PEFDX PIMCO EM Fdmtl IndexPLUS AR Strat D
DIVERSIFIED EMERGING MKTS PEAEX PIMCO Emerging Multi-Asset D
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
WORLD STOCK PQDDX PIMCO EqS Dividend D
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
Others
Market Neutral PWWDX PIMCO Wldwd Fdmtl Advtg AR Strat D
Nontraditional Bond PUBDX PIMCO Unconstrained Bond D
World Allocation PQIDX PIMCO Dividend and Income Builder D
Total Available Funds: 47
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
Emerging Market
DIVERSIFIED EMERGING MKTS PEQDX PIMCO EqS Emerging Markets D
DIVERSIFIED EMERGING MKTS PEFDX PIMCO EM Fdmtl IndexPLUS AR Strat D
DIVERSIFIED EMERGING MKTS PEAEX PIMCO Emerging Multi-Asset D
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
WORLD STOCK PQDDX PIMCO EqS Dividend D
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D
Others
Market Neutral PWWDX PIMCO Wldwd Fdmtl Advtg AR Strat D
Nontraditional Bond PUBDX PIMCO Unconstrained Bond D
World Allocation PQIDX PIMCO Dividend and Income Builder D
Nontraditional Bond PMZDX PIMCO Mortgage Opportunities D
Long/Short Equity PMHDX PIMCO EqS Long/Short D
World Allocation PGMDX PIMCO Global Multi-Asset D
Nontraditional Bond PFIDX PIMCO Floating Income D
Convertibles PCVDX PIMCO Convertible D
World Allocation PAUDX PIMCO All Asset All Authority D
World Allocation PASDX PIMCO All Asset D
Nontraditional Bond ATMDX PIMCO Unconstrained Tax Managed Bd D
US EQUITY
LARGE BLEND PSPDX PIMCO StocksPLUS D
LARGE BLEND PSTDX PIMCO StocksPLUS Total Return D
LARGE VALUE PMBDX PIMCO Municipal Bond D
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond PONDX PIMCO Income D
High Yield Muni PYMDX PIMCO High Yield Municipal Bond D
Muni National Interm PXMDX PIMCO Tax Managed Real Return D
Intermediate-Term Bond PTMDX PIMCO Mortgage-Backed Securities D
Bank Loan PSRDX PIMCO Senior Floating Rate D
ULTRASHORT BOND PSHDX PIMCO Short-Term D
Muni National Short PSDDX PIMCO Short-Duration Muni Income D
Inflation-Protected Bond PRRDX PIMCO Real Return D
Short-Term Bond PLDDX PIMCO Low Duration D
Emerging Markets Bond PLBDX PIMCO Emerging Local Bond D
High Yield Bond PHSDX PIMCO High Yield Spectrum D
High Yield Bond PHYDX PIMCO High Yield D
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D
Intermediate Government PGNDX PIMCO GNMA D
WORLD BOND PGBDX PIMCO Global Bond (Unhedged) D
Emerging Markets Bond PFSYX PFSYX
Intermediate-Term Bond PFSDX PIMCO Fundamental Advtg Ttl Ret Strat D
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D
Emerging Markets Bond PECDX PIMCO Emerging Markets Corporate Bd D
Total Available Funds: 47
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D 99% 1 60 0 1.14% 0.71%
Emerging Market
DIVERSIFIED EMERGING MKTS PEQDX PIMCO EqS Emerging Markets D 0% 1 60 0 1.64% 0.86%
DIVERSIFIED EMERGING MKTS PEFDX PIMCO EM Fdmtl IndexPLUS AR Strat D 0% 1 60 0 NA 6.38%
DIVERSIFIED EMERGING MKTS PEAEX PIMCO Emerging Multi-Asset D 0% 1 60 0 1.74% 2.66%
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D 99% 1 60 0 1.15% 7.6%
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D 6% 1 60 0 1.04% 1.93%
WORLD STOCK PQDDX PIMCO EqS Dividend D 0% 1 60 0 1.18% 0%
COMMODITIES
COMMODITIES BROAD BASKET PCRDX PIMCO Commodity Real Ret Strat D 66% 1 60 0 1.19% 5.32%
Others
Market Neutral PWWDX PIMCO Wldwd Fdmtl Advtg AR Strat D 0% 1 60 0 NA 0%
Nontraditional Bond PUBDX PIMCO Unconstrained Bond D 0% 1 60 0 1.3% 4.2%
World Allocation PQIDX PIMCO Dividend and Income Builder D 0% 1 60 0 1.18% 2.43%
Nontraditional Bond PMZDX PIMCO Mortgage Opportunities D 0% 1 60 0 1% 3.02%
Long/Short Equity PMHDX PIMCO EqS Long/Short D 0% 1 60 0 1.75% 5.47%
World Allocation PGMDX PIMCO Global Multi-Asset D 0% 1 60 0 1.59% 1.28%
Nontraditional Bond PFIDX PIMCO Floating Income D 0% 1 60 0 0.95% 2.47%
Convertibles PCVDX PIMCO Convertible D 0% 1 60 0 1.05% 0%
World Allocation PAUDX PIMCO All Asset All Authority D 0% 1 60 0 1.58% 2.43%
World Allocation PASDX PIMCO All Asset D 0% 1 60 0 1.3% 2%
Nontraditional Bond ATMDX PIMCO Unconstrained Tax Managed Bd D 0% 1 60 0 1.1% 4.05%
US EQUITY
LARGE BLEND PSPDX PIMCO StocksPLUS D 41% 1 60 0 0.9% 1.69%
LARGE BLEND PSTDX PIMCO StocksPLUS Total Return D 0% 1 60 0 1.04% 17.65%
LARGE VALUE PMBDX PIMCO Municipal Bond D 0% 1 60 0 0.75% 2.96%
LARGE BLEND PIXDX PIMCO Fundamental IndexPLUS TR D 0% 1 60 0 1.19% 7.26%
SMALL BLEND PCKDX PIMCO Small Cap StocksPLUS TR D 0% 1 60 0 1.09% 5.66%
FIXED INCOME
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 1 60 0 0.75% 4.84%
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D 58% 1 60 0 0.9% 3.76%
Multisector Bond PONDX PIMCO Income D 40% 1 60 0 0.77% 6.83%
High Yield Muni PYMDX PIMCO High Yield Municipal Bond D 0% 1 60 0 0.85% 3.68%
Muni National Interm PXMDX PIMCO Tax Managed Real Return D 0% 1 60 0 0.85% 0%
Intermediate-Term Bond PTMDX PIMCO Mortgage-Backed Securities D 0% 1 60 0 0.9% 2.53%
Bank Loan PSRDX PIMCO Senior Floating Rate D 0% 1 60 0 1.1% 3.37%
ULTRASHORT BOND PSHDX PIMCO Short-Term D 0% 1 60 0 0.7% 1.36%
Muni National Short PSDDX PIMCO Short-Duration Muni Income D 0% 1 60 0 0.73% 1.1%
Inflation-Protected Bond PRRDX PIMCO Real Return D 0% 1 60 0 0.85% 2.18%
Short-Term Bond PLDDX PIMCO Low Duration D 0% 1 60 0 0.45% 2.68%
Emerging Markets Bond PLBDX PIMCO Emerging Local Bond D 0% 1 60 0 1.35% 4.88%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 1 60 0 0.9% 4.96%
High Yield Bond PHYDX PIMCO High Yield D 0% 1 60 0 0.9% 4.46%
WORLD BOND PGSDX PIMCO Global Advantage Strategy Bd D 0% 1 60 0 1.1% 1.36%
Intermediate Government PGNDX PIMCO GNMA D 0% 1 60 0 0.9% 2.4%
WORLD BOND PGBDX PIMCO Global Bond (Unhedged) D 0% 1 60 0 0.95% 0%
Emerging Markets Bond PFSYX PFSYX 0% 1 60 0 0.45% 0%
Intermediate-Term Bond PFSDX PIMCO Fundamental Advtg Ttl Ret Strat D 0% 1 60 0 1.29% 0.79%
WORLD BOND PFODX PIMCO Foreign Bond (USD-Hedged) D 0% 1 60 0 0.9% 1%
WORLD BOND PFBDX PIMCO Foreign Bond (Unhedged) D 0% 1 60 0 0.9% 0.93%
Emerging Markets Bond PEMDX PIMCO Emerging Markets Bond D 0% 1 60 0 1.25% 4.43%
Emerging Markets Bond PECDX PIMCO Emerging Markets Corporate Bd D 0% 1 60 0 1.65% 0%
Average Expense Ratio: 1.07%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.1% -1.2% 5.4% 6.5% 5.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 47 funds. It covers 6 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Commodity, Emerging Market Equity, REITs and Foreign Equity.

This plan is best used for accounts in PIMCO and it only uses no load PIMCO mutual funds that have only $3000 minimum investment requirement. 



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