PIMCO FACTS
PIMCO FUNDS
MARKET KNOWLEDGE
Miscellaneous
KEY COMPETITORS
100
PIMCO CIO Global Fixed Income.
What is Andrew Balls?
100
1/31/2016 Total Return Duration.
What is 4.55 yrs?
100
This event in 1997 coincides with the launch of our Real Return fund.
What is the first TIPS auction?
100
What is the middle name of Mike Grand's daughter, Remi?
What is Jade?
100
Name this fund: $4.3BN AUM, 93% structured credit, and 56.6% in Non-Agency RMBS? UBS and RIA Channels are big fans
What is Angel Oak Multi-Strategy Income Fund?
200
According to Joachim Fels, name three of the five factors that have typically caused/contributed to recessions in the past (that we don't see present in our current economy).
What are Overheating in wages or inflation, Overkill by the Fed or Congress, Overconsumption, Overinvestment, Oil shock
200
Dividend and Income Builder was once a 5-Star fund. Current Morningstar Rating?
What is 2 Stars?
200
2014 best performing sector.
What are REITs?
200
This is the college that Kevin Curtis attended.
What is the University of New Hampshire?
200
Strategy saw $10BN in inflows in 2015 and outperformed 98% of the Intermediate Term Bond Category.
What is DoubleLine Total Return Bond?
300
This female recently left our active equity team.
Who is Laura Schlockman?
300
This is the number of ETF's PIMCO Manages that invests specifically in INFLATION LINKED BONDS.
What is 4? ILB TIPZ STPZ | PIMCO 1-5 Year U.S. TIPS Index LPTZ | PIMCO 15+ Year U.S. TIPS Index
300
During the last fed tightening cycle (04-06) this was the TOP PERFORMER of all major Indexes. (Major meaning: S&P/Russell/MSCI/Barclays)
What is the MSCI Emerging Markets Index?
300
If you wear jeans on Friday, name of the non-profit you will be donating to.
What is South Bronx Education Foundation?
300
Barbell approach - 33% HY Bonds and 30% cash position - and lagged 65% of the NTB category in 2015, and -2.12% YTD.
What is JP Morgan Strategic Income Opportunities Fund?
400
**DAILY DOUBLE** As of 9/30/15, what percentage of our total AUM was in Income strategies?
What is 16%
400
This is the oldest PIMCO Closed End Fund.
What is PCM Fund (1993)?
400
Number of $$$ in major nation government bonds that are currently negative yielding?
What is the 8 trillion?
400
This is the unemployment rate that factors in underemployed and discouraged workers.
What is the U-6 Unemployment Rate?
400
**DAILY DOUBLE** Third largest HY Bond Fund with ~5% equity holdings. 2015 trailed 57% of peers while still being the number one asset gatherer in its category.
What is BlackRock HY Fund?
500
Name PIMCO's 4 Morningstar FI Managers of the Year recipients (manager and year).
Who are: 2015 Jerome Schneider 2013 Daniel Ivascyn & Alfred Murata 2012 Mark Kiesel 1996 Joe Deane
500
Our most recent hire in Distressed Credit (based out of London).
Who is Lionel Laurant, EVP, PM
500
Average Price (as of 02/05) of the Barclay's US Credit Index and Barclay's US High Yield Index.
What is 102 and 86 cents on the dollar? FYI as of 02/05/2015 it was roughly 110 and 100.
500
President of Argentina.
Who is Mauricio Macri?
500
Ivy High Income Fund has seen 3 PM's in the last 3 years. This is the current PM on the portfolio.
Who is Chad Gunther?