ALLIANZ GLOBAL INVESTORS OF AMERICA L.P. 401K SAVINGS AND RETIREMENT PLAN
Investment Model Portfolios

Total Available Funds: 33
Asset Class Ticker Description
INTERNATIONAL EQUITY
WORLD STOCK DGSCX AllianzGI Global Small-Cap Institut
FOREIGN SMALL/MID GROWTH ALOIX AllianzGI International Small-Cap I
WORLD STOCK PTHWX PIMCO EqS Pathfinder Institutional
Foreign Large Blend PNIAX Allianz Funds: AllianzGI International Managed Volatility Fund; Class A Shares
Foreign Large Blend NAISX Allianz AGIC Intl Mgd Volatility In
Foreign Large Value ANJIX Allianz NFJ International Value Ins
Others
World Allocation PAAIX PIMCO All Asset Instl
ROOT PAIDX PIMCO Short Asset Investment Instl
World Allocation PGAIX PIMCO Global Multi-Asset Instl
Target Date 2011-2015 AZGAX Allianz Funds Multi-Strategy Trust: AllianzGI Retirement 2015 Fund; Class A Shares
ROOT PGFXX PIMCO Government Money Market M
Currency PLMIX PIMCO Emerging Markets Currency Ins
Target Date 2046-2050 ASNIX Allianz Glbl Inv Solutions 2050 Ins
World Allocation PAUIX PIMCO All Asset All Authority Inst
Technology DRGTX AllianzGI Technology Institutional
Emerging Market
DIVERSIFIED EMERGING MKTS AEMPX Allianz Funds: AllianzGI Emerging Markets Opportunities Fund; Class P Shares
DIVERSIFIED EMERGING MKTS AOTIX Allianz AGIC Emerging Markets Opp I
REAL ESTATE
REAL ESTATE PRRSX PIMCO Real Estate Real Return Strat
US EQUITY
Small Growth AAMPX Allianz Funds Multi-Strategy Trust: AllianzGI Micro Cap Fund; Class P Shares
SMALL VALUE PSVIX AllianzGI NFJ Small-Cap Value Instl
Small Growth AEGDX Allianz Funds Multi-Strategy Trust: AllianzGI US Emerging Growth Fund; Class D Shares
LARGE GROWTH PGWAX Allianz Funds: AllianzGI Focused Growth Fund; Class A Shares
Mid-Cap Growth DRMCX AllianzGI Mid-Cap Institutional
Small Growth AMCIX AllianzGI Micro Cap Institutional
LARGE GROWTH DRLCX AllianzGI Large-Cap Growth Institut
Small Growth POPAX Allianz Funds: AllianzGI Opportunity Fund; Class A Shares
LARGE GROWTH PGFIX AllianzGI Focused Growth Institutio
LARGE BLEND PSTKX PIMCO StocksPLUS Instl
FIXED INCOME
High Yield Bond PHIYX PIMCO High Yield Instl
Multisector Bond PIMIX PIMCO Income Instl
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Inst

The following is a moderate-risk model portfolio constructed from the investment options of ALLIANZ GLOBAL INVESTORS OF AMERICA L.P. 401K SAVINGS AND RETIREMENT PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


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