PSDIX – PIMCO Short Duration Muni Income Inst Investment Strategy | Morningstar

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Strategy

The investment seeks high current income exempt from federal income tax, consistent with preservation of capital. The fund normally invests at least 80% of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax ("Municipal Bonds"). It may invest more than 25% of its total assets in bonds of issuers in California and New York. The fund may invest in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PSDIX	PIMCO Short Duration Municipal Income Fund Institutional Class	Institutional	Open			Aug 31, 1999	$273.92M	0.330%	Below Average	$1M	$72.88M
PSDPX	PIMCO Short Duration Municipal Income Fund Class I-2	Institutional	Open			Apr 30, 2008	$205.92M	0.430%	Above Average	$1M	$42.24M
PSDUX	PIMCO Short Duration Municipal Income Fund I-3	Institutional	Open			Jul 30, 2021	$20.29M	0.480%	Above Average	$1M	$7.30M
PSDAX	PIMCO Short Duration Municipal Income Fund Class A	Front Load	Open			Mar 28, 2002	$157.10M	0.730%	Above Average	$1,000	$26.91M
PSDCX	PIMCO Short Duration Municipal Income Fund Class C	Level Load	Open			Mar 28, 2002	$2.12M	1.030%	Low	$1,000	−$3,688.39
PCCMX	PIMCO Short Duration Municipal Income Fund Class C-2	Level Load	Open			Oct 21, 2020	$356,927.00	1.230%	Below Average	$1,000	$92,891.04

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