Investment options of ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN
Total Available Funds: 44
| Investment Description |
|---|
| ALLIANZ GI EMERGING MARKETS CONSUMER FUND |
| ALLIANZ GI NFJ DIVIDEND VALUE FUND |
| PIMCO LLC GLOBAL ADVANTAGE STRATEGY FUND |
| ALLIANZ GI EMERGING MARKET OPPORTUNITY FUND |
| ALLIANZ GI FOCUS GROWTH FUND |
| ALLIANZ GI GLOBAL ALLOCATION FUND |
| ALLIANZ GI INTERNATIONAL SMALL CAP FUND |
| ALLIANZ GI MID CAP FUND |
| ALLIANZ GI SHORT DURATION HIGH INCOME FUND |
| ALLIANZ GI TECHNOLOGY FUND |
| ALLIANZ GI INCOME AND GROWTH FUND |
| ALLIANZ GI GLOBSMCP INST |
| ALLIANZ GI NFJ MID CAP VALUE FUND |
| ALLIANZ GI NFJ SMALL CAP VALUE FUND |
| ALLIANZ GI GLOBAL CORE ASSET ALLOCATION |
| PIMCO LLC ALL ASSET ALL AUTHORITY FUND |
| PIMCO LLC ALL ASSET FUND |
| PIMCO LLC COMMODITY REAL RETURN STRATEGY FUND |
| PIMCO LLC DIVIDEND AND INCOME BUILDER FUND |
| PIMCO LLC EMERGING MARKETS BOND FUND |
| PIMCO LLC HIGH YIELD FUND |
| PIMCO LLC INCOME FUND |
| PIMCO LLC INFLATION RESPONSE MULTI ASSET FUND |
| PIMCO LLC INTERNATIONAL BOND (USD-HDG) INSTITUTIONAL FUND |
| PIMCO LLC LOW DURATION FUND |
| PIMCO LLC RAE FUNDAMENTAL PLUS EMERGING MARKETS FUND |
| PIMCO LLC RAE PLUS FUND |
| PIMCO LLC RAE PLUS INTERNATIONAL FUND |
| PIMCO LLC RAE PLUS SMALL FUND |
| PIMCO LLC REAL ESTATE RETURN STRATEGY FUND |
| PIMCO LLC REAL RETURN FUND |
| PIMCO LLC REALPATH 2025 FUND |
| PIMCO LLC REALPATH 2030 FUND |
| PIMCO LLC REALPATH 2035 FUND |
| PIMCO LLC REALPATH 2040 FUND |
| PIMCO LLC REALPATH 2045 FUND |
| PIMCO LLC REALPATH 2050 FUND |
| PIMCO LLC REALPATH 2055 FUND |
| PIMCO LLC REALPATH BLEND INCOME FUND |
| PIMCO LLC SHORT ASSET INVESTMENT FUND |
| PIMCO LLC STOCK PLUS FUND |
| PIMCO LLC STOCK PLUS INTERNATIONAL HEDGED FUND |
| PIMCO LLC STOCK PLUS LONG DURATION FUND |
| PIMCO LLC TOTAL RETURN FUND |
Investment model portfolios
We provide two types of investment model portfolios for ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for ALLIANZ ASSET MANAGEMENT OF AMERICA L.P. 401(K) SAVINGS AND RETIREMENT PLAN