About PAAIX
PIMCO All Asset Fund Institutional Class is a tactical allocation mutual fund managed by Pacific Investment Management Company LLC. Its primary purpose is to seek maximum real return while aiming to preserve real capital through prudent investment practices. Launched in 2002, the fund operates as a fund of funds—investing predominantly in other PIMCO-managed mutual funds and exchange-traded funds across a diverse global spectrum. This multistrategy approach allows for flexible allocation between asset classes such as equities, fixed income, commodities, and alternative investments, adapting to market conditions under the oversight of an experienced management team.
The fund is recognized for its emphasis on systematic value investing and differentiates itself with a distinctive, manager-driven selection of underlying assets. It serves institutional investors seeking exposure to a wide array of global investment opportunities within a single, actively managed vehicle. PIMCO All Asset Fund Institutional Class is classified as diversified, with notable concentration in its top holdings, and incurs higher expenses typical of actively managed strategies in the tactical allocation category. Through its structure, the fund plays a significant role in providing diversification, inflation protection, and return potential within institutional portfolios.
Fund Family PIMCO
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PAAIX
Share Class Institutional
Index Bloomberg US TIPS 1-10 Y TR
PAAIX had a total return of 14.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.58%.
