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PIMCO Model Portfolio Strategies PIMCO Model Portfolio Strategies MULTI-ASSET Accumulation Put the power of PIMCO to work for you. Explore and compare our innovative model portfolios. FOR INVESTMENT PROFESSIONAL USE ONLY. NOT TO BE SHOWN OR DISTRIBUTED TO ANY OTHER PARTIES. 2 PIMCO Model Portfolio Strategies MULTI-ASSET Accumulation While many investors have enjoyed strong returns post-crisis, forward-looking views, allocating across a range of actively the forward-looking environment is likely to be more challenging. managed equity, fixed income and real asset mutual funds. PIMCO’s Accumulation Multi-Asset models seek to provide PIMCO’s five accumulation multi-asset model portfolios provide diversified exposure to global markets and aim to strengthen exposure to a range of actively managed equity, fixed income and return potential, while managing downside risk to improve real asset funds. portfolio outcomes. The asset allocation process follows PIMCO’s 80% STOCKS | 20% BONDS 60% STOCKS | 40% BONDS 50% STOCKS | 50% BONDS 2% 2% 2% 7% 3% 12% 12% 15% 13% 21% 16% 8% 4% 4% 13% 5%3% 18% 5% 2% 15% 7% 3% 20% 13% 15% 2% 4% 11% 13% 20% 17% 6% 10% 8% 2% 2% MODEL COMPOSITION Data as of 6/30/2021 MODEL COMPOSITION Data as of 6/30/2021 MODEL COMPOSITION Data as of 6/30/2021 StocksPLUS® Absolute Return Fund (PSPTX) 21% StocksPLUS® Absolute Return Fund (PSPTX) 16% StocksPLUS® Absolute Return Fund (PSPTX) 13% RAE US Fund (PKAIX) 20% RAE US Fund (PKAIX) 15% RAE US Fund (PKAIX) 13% StocksPLUS® International Fund StocksPLUS® International Fund StocksPLUS® International Fund 6% 4% 3% (USD-H) (PISIX) (USD-H) (PISIX) (USD-H) (PISIX) RAE International Fund (PPYIX) 17% RAE International Fund (PPYIX) 13% RAE International Fund (PPYIX) 11% RAE Emerging Markets Fund (PEIFX) 13% RAE Emerging Markets Fund (PEIFX) 10% RAE Emerging Markets Fund (PEIFX) 8% RealEstateRealReturn Strategy Fund RealEstateRealReturn Strategy Fund RealEstateRealReturn Strategy Fund 3% 2% 2% (PRRSX) (PRRSX) (PRRSX) Total Return Fund (PTTRX) 8% Total Return Fund (PTTRX) 15% Total Return Fund (PTTRX) 20% International Bond Fund (U.S. Dollar-H) International Bond Fund (U.S. Dollar-H) Investment Grade Credit Bond Fund (PIGIX) 3% 2% 2% (PFORX) (PFORX) Mortgage Opportunities and Bond Fund 2% Investment Grade Credit Bond Fund (PIGIX) 5% (PMZIX) Investment Grade Credit Bond Fund (PIGIX) 7% Mortgage Opportunities and Bond Fund Mortgage Opportunities and Bond Fund Income Fund (PIMIX) 7% 4% 4% (PMZIX) (PMZIX) Income Fund (PIMIX) 12% Income Fund (PIMIX) 15% Emerging Markets Bond Fund (PEBIX) 2% Emerging Markets Bond Fund (PEBIX) 2% MODEL STATISTICS Data as of 6/30/2021 MODEL STATISTICS Data as of 6/30/2021 MODEL STATISTICS Data as of 6/30/2021 Duration 1.41 Years Duration 2.24 Years Duration 2.66 Years Equity Beta 0.91 Equity Beta 0.71 Equity Beta 0.61 Estimated Volatility 14.14% Estimated Volatility 11.26% Estimated Volatility 9.79% FOR INVESTMENT PROFESSIONAL USE ONLY. NOT TO BE SHOWN OR DISTRIBUTED TO ANY OTHER PARTIES. PIMCO Model Portfolio Strategies 73 Partner with a high-powered investment manager As the markets become more challenging and your role more complex, having a partner who can work with you to help achieve your clients’ goals is more important 40% STOCKS | 60% BONDS 20% STOCKS | 80% BONDS than ever. Our accumulation multi- asset model portfolios leverage PIMCO’s investment process and 3% 4% 5% 2% active management expertise to 11% 5% help you efficiently deliver innovative 18% 5% 11% 24% investment solutions to your clients. 3% 3% 6% 8% 8% 8% 7% 30% 3% 10% 22% 4% A focus on helping you actively get – and stay – ahead MODEL COMPOSITION Data as of 6/30/2021 MODEL COMPOSITION Data as of 6/30/2021 of the markets StocksPLUS® Absolute Return Fund (PSPTX) 11% StocksPLUS® Absolute Return Fund (PSPTX) 5% RAE US Fund (PKAIX) 11% RAE US Fund (PKAIX) 5% StocksPLUS® International Fund StocksPLUS® International Fund 3% 2% (USD-H) (PISIX) (USD-H) (PISIX) RAE International Fund (PPYIX) 8% RAE International Fund (PPYIX) 5% RAE Emerging Markets Fund (PEIFX) 7% RAE Emerging Markets Fund (PEIFX) 3% Actively managed Total Return Fund (PTTRX) 22% Total Return Fund (PTTRX) 30% underlying funds to help International Bond Fund (U.S. Dollar-H) International Bond Fund (U.S. Dollar-H) 3% 4% (PFORX) (PFORX) maximize opportunities Investment Grade Credit Bond Fund (PIGIX) 8% Investment Grade Credit Bond Fund (PIGIX) 10% Mortgage Opportunities and Bond Fund Mortgage Opportunities and Bond Fund 6% 8% (PMZIX) (PMZIX) Income Fund (PIMIX) 18% Income Fund (PIMIX) 24% Emerging Markets Bond Fund (PEBIX) 3% Emerging Markets Bond Fund (PEBIX) 4% Sophisticated risk management platform to support your investment decisions MODEL STATISTICS Data as of 6/30/2021 MODEL STATISTICS Data as of 6/30/2021 Duration 3.00 Years Duration 3.78 Years Equity Beta 0.52 Equity Beta 0.32 Estimated Volatility 8.45% Estimated Volatility 5.81% FOR INVESTMENT PROFESSIONAL USE ONLY. NOT TO BE SHOWN OR DISTRIBUTED TO ANY OTHER PARTIES. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus and summary prospectus, if available. Encourage your clients to read them carefully. The PIMCO Models described in this material are available exclusively through investment professionals. PIMCO Models are created based on what Pacific Investment Management Company LLC (together with its affiliates, “PIMCO”) believes to be generally accepted investment theory. In adjusting PIMCO models PIMCO considers, among other things, the results of quantitative modeling. Such quantitative modeling is designed to optimize each Model’s allocation and align with the Model’s investment objective, and takes into account various factors or “inputs”, determined by PIMCO, including third party data, to generate a suggested allocation for the PIMCO Models. PIMCO’s investment team then reviews the quantitative output and adjusts the output to reflect variables, which may include, among other things, the anticipated trade size, target total expense ratio for the Model, and qualitative investment insights. PIMCO Model allocations are ultimately subject to the discretion of PIMCO’s investment team. PIMCO Models are for illustrative purposes only and may not be appropriate for all investors. PIMCO Models are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments. Volatility is historical and is likely to change over time. PIMCO has not undertaken, and will not undertake, any analysis to determine any specific models’ suitability for specific investors. The risks of a PIMCO Model’s allocations will be based on the risks of the PIMCO mutual funds (each, a “Fund”) included in the PIMCO Model’s allocation (“Underlying Fund”). The PIMCO Model’s allocations are subject to the risk that the Underlying Funds and the allocations and reallocation (or “rebalancing”) of the PIMCO Model among the various Underlying Funds may not produce the desired result. The PIMCO Model allocations to Underlying Funds have changed over time and are expected to change in the future. As described above. the selection and weighting process across Underlying Funds is informed based on return estimates driven by PIMCO’s quantitative models and forecasts for key risk factor inputs and forward looking view and risk estimates informed by PIMCO’s analytic infrastructure (“Systems”). These Systems rely heavily on the use of proprietary and nonproprietary data, software, hardware, and intellectual property, including data, software and hardware that may be licensed or otherwise obtained from third parties. The use of such Systems has inherent limitations and risks. Although we take reasonable steps to develop and use Systems appropriately and effectively, there can be no assurance that we will successfully do so. Errors may occur in the design, writing, testing, monitoring, and/or implementation of Systems, including in the manner in which Systems function together. The effectiveness of Systems may diminish over time, including as a result of market changes and changes in the behavior of market participants. The quality of the resulting analysis, including the PIMCO Model allocations depends on a number of factors including the accuracy and quality of data inputs into the Systems, the mathematical and analytical assumptions and underpinnings of the Systems’ coding, the accuracy in translating those analytics into program code or interpreting the output of a System by another System in order to facilitate a change in market conditions, the successful integration of the various Systems into the portfolio selection and trading process and whether actual market events correspond to one or more assumptions underlying the Systems. Management risk is the risk that the investment techniques and risk analyses applied by PIMCO will not produce the desired results, and that certain policies or developments may affect the investment techniques available to PIMCO in connection with managing the strategy. PIMCO Model allocations are licensed or otherwise made available to investment professionals. PIMCO Models’ allocations are updated on a defined production cycle. The Underlying Funds are available by prospectus only. Implementing investment professionals may or may not implement the PIMCO Model’s allocation as provided, and actual allocations to Underlying Funds may vary. There are expenses associated with the Underlying Funds in addition to any fees charged by implementing investment professionals. Additionally, the implementing investment professional may include cash allocations, which are not reflected herein. The Expense Ratio is based on the Institutional Class Shares. Model expense ratio is subject to change at time of model rebalance.
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