PATRX

About PATRX

PIMCO All Asset Fund Class R is a tactical allocation mutual fund designed to pursue maximum real return, prioritizing both capital appreciation and the preservation of real capital. The fund operates as a 'fund of funds,' meaning it primarily invests in a diverse mix of other PIMCO-managed mutual funds and exchange-traded funds. This allows it to achieve broad exposure across asset classes, including global equities, fixed income, and alternative strategies. The fund actively adjusts its allocations based on current market conditions, shifting between regions, sectors, and asset types to manage risk and pursue its inflation-plus return objective. Notably, the strategy seeks to deliver returns that exceed inflation by a substantial margin—targeting an annualized return 5% above the Consumer Price Index over a full market cycle. Managed by Pacific Investment Management Company LLC, PIMCO All Asset Fund Class R serves investors seeking a flexible, multi-asset solution with the capacity to weather varying economic environments through dynamic portfolio management and diversification.