Preview

spirit of the people...gemini genius...

Powerful Essays
Open Document
Open Document
83279 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
spirit of the people...gemini genius...
Your Global Investment Authority
PIMCO Funds

Credit Bond Funds
This brochure contains the following documents:
Ⅲ Supplement dated March 15, 2013 to the Bond Funds
Prospectuses regarding disclosure related to the PIMCO
Income Fund.
Ⅲ The Annual Report dated March 31, 2013.

PIMCO Funds
Supplement Dated March 15, 2013 to the
Bond Funds Class A, Class B, Class C and Class R Prospectus and
Bond Funds Institutional Class, Class M, Class P, Administrative Class and Class D Prospectus, each dated July 31, 2012, as supplemented from time to time (each a “Prospectus”)
Disclosure Related to the PIMCO Income Fund (the “Fund”)
Effective immediately, the Fund’s portfolio is jointly managed by Daniel J. Ivascyn and Alfred T. Murata.
Therefore, effective immediately, the paragraph in the “Investment Adviser/Portfolio Manager” section in the
Fund’s Fund Summary in each Prospectus is deleted and replaced with the following:
PIMCO serves as the investment adviser for the Fund. The Fund is jointly managed by Daniel J. Ivascyn and
Alfred T. Murata. Messrs. Ivascyn and Murata are Managing Directors of PIMCO. Mr. Ivascyn has managed the
Fund since its inception in March 2007. Mr. Murata has managed the Fund since March 2013.
In addition, effective immediately, the following is added to the table in the “Management of the Funds—
Individual Portfolio Managers” section of each Prospectus:
Fund
PIMCO Income

Portfolio
Manager
Alfred T.
Murata

Since
3/13

Recent Professional Experience
Managing Director, PIMCO. He is a portfolio manager on the mortgage credit team. Prior to joining PIMCO in 2001, he researched and implemented exotic equity and interest rate derivatives at Nikko
Financial Technologies.

Investors Should Retain This Supplement for Future Reference

PIMCO_SUPP4_031513

This supplement is not part of the Annual Report and is not authorized for distribution to prospective investors unless preceded or accompanied by a current

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Fidelity Magellan Fund (FMAGX) has ridden the ups and downs over the years of the market’s roller coaster. The fund has gone through many changes…

    • 604 Words
    • 3 Pages
    Satisfactory Essays
  • Satisfactory Essays

    INSTRUCTIONS: All questions apply to this case study. Your responses should be brief and to the point. When asked to provide several answers, list them in order of priority or significance. Do notassume information that is not provided. Please print or write clearly. If your response is not legible, it will be marked as is and you will need to rewrite it.…

    • 1821 Words
    • 7 Pages
    Satisfactory Essays
  • Satisfactory Essays

    LTCM Summary

    • 515 Words
    • 3 Pages

    In 1994, John Meriwether founded a hedge fund called Long-Term Capital Management. He was a successful bond trader and then senior manager at Salomon Brothers. After that, Meriwether assembled impressive team of experienced traders and specialists in mathematical finance. The core strategy they applied to make high profit was to make convergence trades. Since a large amount of investors were attracted by and confident in this strategy, it raised $1.3 billion totally.…

    • 515 Words
    • 3 Pages
    Satisfactory Essays
  • Good Essays

    4. What value has active portfolio management (deviating from the policy portfolio indexes and weights) added to the endowment from the period 1992-2000?…

    • 916 Words
    • 4 Pages
    Good Essays
  • Powerful Essays

    *** see pg 131 of the CDA National Program Book to put this portfolio in order.…

    • 4544 Words
    • 19 Pages
    Powerful Essays
  • Best Essays

    Findings - Journal Article; was deemed a credible source coming from a peer reviewed journal with many credible references and no apparent bias or conflict of interest. The main author had significant authority and relevance in the given field and discussions were examined in depth. Most limitations are accounted for though no mention was made regarding possible complications of using slightly out dated data.…

    • 2377 Words
    • 10 Pages
    Best Essays
  • Satisfactory Essays

    Hmc Portfolio

    • 326 Words
    • 2 Pages

    1. What is the size of HMC's portfolio? How is the portfolio managed and what are the…

    • 326 Words
    • 2 Pages
    Satisfactory Essays
  • Powerful Essays

    Smith, A M., and Gordon Brown. "PIMCO-Lessons learned from the crisis." Investment. N.p., 26 Nov. 2008. Web. 26 July 2010.…

    • 5473 Words
    • 22 Pages
    Powerful Essays
  • Satisfactory Essays

    J.D. Williams, Inc is an investment advisory firm that manages more than $120 million in funds for its numerous clients. The company uses an asset allocation model that recommends the portion of each client’s portfolio to be invested in a growth stock fund, an income fund, and a money market fund. To maintain diversity in each client’s portfolio, the firm places limits on the percentage of each portfolio that may be invested in each of the three funds. General guidelins indicate that the amount invested in the growth fund must be between 20% and 40% of the total portfolio value. Similar percentages for the other two funds stipulate that between 20% and 50% of the total portfolio value must be in the income fund and at least 30% of the total portfolio value must be in the money market fund.…

    • 276 Words
    • 2 Pages
    Satisfactory Essays
  • Powerful Essays

    The firm has three Nobel Laureates sitting on its board: namely Myron Scholes, Robert C. Merton, and the late Merton Miller. Other directors include leading economists such as Eugene Fama and Kenneth French; they jointly created famous “Fama-French Three-Factor Model”.…

    • 1743 Words
    • 7 Pages
    Powerful Essays
  • Good Essays

    Measurement and Density

    • 1162 Words
    • 5 Pages

    Article cannot have been published earlier than August 1, 2013; please include printed article with submission along with a formal APA reference – links to the article rather than the actual article are NOT acceptable…

    • 1162 Words
    • 5 Pages
    Good Essays
  • Satisfactory Essays

    SODIC analysis

    • 501 Words
    • 3 Pages

    SODIC is a publicly listed company with no single controlling shareholder. Its shareholders comprise of thousands of local and international shareholders including individuals, of which international institutions account for more than 50% of the company.1…

    • 501 Words
    • 3 Pages
    Satisfactory Essays
  • Satisfactory Essays

    Please find enclosed a summary of your investment. As an investor you will receive quarterly…

    • 497 Words
    • 7 Pages
    Satisfactory Essays
  • Powerful Essays

    Received on 19 July, 2014; received in revised form, 13 September, 2014; accepted, 29 September, 2014; published 01 October, 2014…

    • 2992 Words
    • 31 Pages
    Powerful Essays
  • Good Essays

    Its Allianz Global Investors division positions as a main five worldwide dynamic speculation supervisor, having €1,933 billion of advantages under administration (AuM), of which €1,408 billion are outsider resources (starting 2015-03-31), with specific resource administrators including PIMCO (bonds), RCM (values) and Degi (land).…

    • 751 Words
    • 4 Pages
    Good Essays

Related Topics