PUTIX – PIMCO Low Duration Opportunities Instl Investment Strategy | Morningstar

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Strategy

The investment seeks maximum long-term return, consistent with preservation of capital and prudent investment management. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest up to 30% of its total assets in securities and instruments that are economically tied to emerging market countries.

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
PUTIX	PIMCO Low Duration Opportunities Fund Institutional Class	Institutional	Open			Jan 30, 2009	$40.62M	0.550%	High	$1M	$13.89M
PUTPX	PIMCO Low Duration Opportunities Fund Class I-2	Institutional	Open			Sep 10, 2009	$73.85M	0.650%	High	$1M	$18.24M
ATMAX	PIMCO Low Duration Opportunities Fund Class A	Front Load	Open			Jan 30, 2009	$10.61M	0.950%	High	$1,000	−$186,505.03
ATMCX	PIMCO Low Duration Opportunities Fund Class C	Level Load	Open			Jan 30, 2009	$1.34M	1.700%	High	$1,000	$354,639.20

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