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PIMCO FACTS
PIMCO FUNDS
MARKET KNOWLEDGE
Miscellaneous
KEY COMPETITORS
100
PIMCO CIO Global Fixed Income.
What is Andrew Balls?
100
12/31/2016 Total Return Fund's Effective Duration?
What is 5.78 yrs?
100
This event in 1997 coincides with the launch of our Real Return fund.
What is the first TIPS auction?
100
Know your team: Who is an undergrad of Union College in NY?
Christopher Curcio
100
Name this fund: $4.5BN 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.
What are 1) Overheating in wages or inflation, 2) Overkill by the Fed or Congress, 3) Overconsumption, 4) Overinvestment, 5)Oil shock
200
Dividend and Income Builder was once a 5-Star fund (Instl). What's the current Morningstar Rating of the Dividend and Income Fund?
What is 3 Stars?
200
2016 best performing sector.
What is Energy - 28.01%?
200
Know your teammate: What's the name of a bar that Christian Capozzoli so famously worked in Conshohocken?
What is Guppy's Good Times?
200
Strategy saw $10BN in inflows in 2015 and outperformed 98% of the Intermediate Term Bond Category.
What is DoubleLine Total Return Bond?
300
Coined in the Bill Gross ‘Bond Wars’ days, this term is used by PIMCO to express an all-encompassing yield, assuming a steady state world?
What is CARRY (or total carry)?
300
This is the number of ETF's PIMCO Manages that invests specifically in INFLATION LINKED BONDS.
What is 4? ILB | PIMCO Global Advtg Infl-Lkd Bd Actv TIPZ | PIMCO Broad US TIPS ETF 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
One of the top holdings in Income Fund, used to gain sector exposure that is generally more liquid than comparably rated cash bonds?
What is CDX?
300
Name that Fund: The fund's large cash stake, as well as short positions in currencies and derivatives positively correlated with junk bonds (main driver of vol. ~70%), helps balance that credit risk. The fund's cash was 19% as of September 2016, down from 35% a year ago. That number reached 58% in mid-2014.
What is JP Morgan Strategic Income Opportunities Fund?
400
**DAILY DOUBLE** What 4 measures influence the target stock market universe for (RAE) Fundamental strategies?
All 5-year trailing: 1) Sales 2) Cash Flow 3) Dividend 4) Book Value
400
This is the oldest PIMCO Closed End Fund.
What is PCM Fund (09/02/1993)?
400
The total face value of negative-yielding corporate and sovereign debt in the Bloomberg Barclays Global Aggregate Index of investment-grade bonds jumped to what amount as of September 30, 2016:
$11.6 trillion as of Sept. 30
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
From the yield trough at 07.05.16 to 11.6.16, the 2 and 10-year yields have increased around +44 and +84 bps. During this time SAIF returned what?
PIMCO Short Term and SAIF returned +1.64% and +0.75%, respectively, while Vanguard Short-Term Bond Index was down -1.06%.
500
In making the case for credit, this makes up roughly 70% of overall economic output?
Consumption/Consumer
500
What's that currency: Jersey (UK)
What is Jersey pound?
500
Who won Fixed-Income Fund Manager of the Year for 2016?
Ford O’Neil and Team Fidelity Total Bond (FTBFX) 2016 Return: 5.86% 2016 Morningstar Category Rank (percentile): 4