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otal Return Fund: Aims to provide a combination of income, capital preservation and capital appreciation. This is PIMCO's anchor strategy managed by Bill Gross who is one of the most respected bond investors in the industry over the past 25 years. Invests in diversified bond securities including non-US secu
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
the bond market in general. Moving forward, the returns are not going as high as they have been in the past 5 years. Pimco is a serious outfit and Bill Gross (the manager of these funds) is very famous. I am using them somewhat getting in the instutional class but not for large percentage of portfolio. I
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
otal Return Fund: Aims to provide a combination of income, capital preservation and capital appreciation. This is PIMCO's anchor strategy managed by Bill Gross who is one of the most respected bond investors in the industry over the past 25 years. Invests in diversified bond securities including non-US secu
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
Entities connected to both Bill Gross and the PIMCO Income Fund
Peggy Siegal
PERSONMorgan Stanley Smith Barney LLC
ORGANIZATIONMorgan Stanley Wealth Management
ORGANIZATIONBauman
PERSONPIMCO Unconstrained Bond Fund
ORGANIZATIONPIMCO Total Return Fund: Aims
ORGANIZATIONPIMCO Income Fund: Primary
ORGANIZATIONPIMCO
ORGANIZATIONWealth Mgmt MS
ORGANIZATIONJason S"
PERSON