PIMCO VIT StocksPLUS® Global Port Instl |
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Release date as of 2024-10-31. Data on page is subject to change. |
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Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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Maximum Fees |
Administrative |
0.31%
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Management |
0.61%
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12b-1 |
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Actual Fees |
12b-1 |
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Management |
0.61%
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Expense Ratio |
0.72%
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(taken from annual report dated 2024-06-30) |
Total Annual Operating Expense |
0.71%
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Type |
Date |
% |
ExpenseRatio |
Contractual |
2025-05-01 |
0.05 |
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Inception Date: 2010-04-14 |
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Mngr Name |
Jing Yang |
Mngr Start Date |
2018-07-20 |
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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. |
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Mngr Name |
Bryan Tsu |
Mngr Start Date |
2018-07-20 |
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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. |
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Mngr Name |
Marc P. Seidner |
Mngr Start Date |
2021-02-04 |
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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. |
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Pacific Investment Management Company, LLC |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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