| PIMCO VIT Real Return 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 2024-08-02 |
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| Maximum Fees |
| Administrative |
0.25%
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| Management |
0.25%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
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| Management |
0.50%
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| Expense Ratio |
0.50%
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(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
0.69%
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Type |
Date |
% |
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--- |
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--- |
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| Inception Date: 2000-04-10 |
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| Mngr Name |
Stephen A. Rodosky |
| Mngr Start Date |
2019-01-09 |
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| Biography |
| Mr. Rodosky is a Managing Director with Pacific Investment Management Company LLC ("PIMCO") and has managed the MainStay VP PIMCO Real Return Portfolio since 2019. He is a portfolio manager for real return and U.S. long duration strategies based in the Newport Beach office. He serves as head of talent management for portfolio management in the U.S. and previously led the firm's U.S. rates team. Prior to joining PIMCO in 2001, Mr. Rodosky was vice president of institutional sales with Merrill Lynch. He has been in the investment management industry since 1995 and holds a master's degree in financial markets from Illinois Institute of Technology. He received an undergraduate degree from Villanova University. |
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| Mngr Name |
Daniel He |
| Mngr Start Date |
2019-12-11 |
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| Biography |
| Mr. He is an Executive Vice President and portfolio manager at Pacific Investment Management Company LLC ("PIMCO"). He has managed the MainStay VP PIMCO Real Return Portfolio since 2019. Mr. He is currently a member of the liquid products group specializing in real return and mortgage-backed securities and serves as a member of the Americas portfolio committee. Previously, he was a member of the global rates desk focusing on government bonds, foreign exchange, and interest rate derivatives. Prior to joining PIMCO in 2011, he structured and traded derivative strategies for a global macro hedge fund. Mr. He has investment experience since 2005 and holds an MBA from the University of Chicago Booth School of Business. He also holds a master’s degree in financial engineering and an undergraduate degree in computer science from the National University of Singapore. |
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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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