Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
PIMCO VIT StocksPLUS® Global Port Instl
Release date as of 2024-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.31%
Management 0.61%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.61%
Expense Ratio 0.66%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.71%
Waiver Data
Type Date %
ExpenseRatio Contractual 2025-05-01 0.05
  Management
Inception Date: 2010-04-14
Mngr Name Jing Yang
Mngr Start Date 2018-07-20
Biography
Ms. Yang is a managing director and portfolio manager in the Newport Beach office. She oversees the asset-backed securities portfolio management team and focuses on StocksPLUS, multi-sector credit, and securitized strategies. Prior to joining PIMCO in 2006, she worked in home equity loan structuring at Morgan Stanley in New York. She holds both a Ph.D. in ecology and evolution with a focus on bioinformatics and a master’s degree in statistics from the University of Chicago.
Mngr Name Bryan Tsu
Mngr Start Date 2018-07-20
Biography
Mr. Tsu is a managing director and portfolio manager in the Newport Beach office. He manages StocksPLUS, multi-sector credit, and securitized strategies. He is also a senior member of the insurance solutions team and a senior commercial mortgage-backed securities specialist. Mr. Tsu currently serves as a rotating member of PIMCO's Americas portfolio committee, which he has previously co-chaired, and he has also served as a rotating member of PIMCO's Investment Committee. Prior to joining PIMCO in 2008, he worked at Bear Stearns in New York. He holds a bachelor's degree in economics and operations research from Columbia University.
Mngr Name Marc P. Seidner
Mngr Start Date 2021-02-04
Biography
Mr. Seidner is CIO Non-traditional Strategies, a managing director and head of portfolio management in the New York office. He is also a generalist portfolio manager and a member of the Investment Committee. He rejoined PIMCO in November 2014 after serving as head of fixed income at GMO LLC. Prior to joining PIMCO in 2009, he was a managing director and domestic fixed income portfolio manager at Harvard Management Company. Previously, he was director of active core strategies at Standish Mellon Asset Management. He holds an undergraduate degree in economics from Boston College.
Investment Advisor(s)
Pacific Investment Management Company, LLC
Web Site
www.pimco.com
Issuer
PIMCO
Subadvisor(s)
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