PLDIX

About PLDIX

PIMCO Low Duration ESG Fund Institutional Class is an actively managed short-term bond fund designed to deliver total return while emphasizing capital preservation and environmental, social, and governance considerations. The strategy primarily invests in a diversified mix of fixed income instruments with a low effective duration profile, targeting limited interest rate sensitivity typical of the short-term bond category. Portfolio construction often includes U.S. Treasuries, agency mortgage-backed securities, and interest rate derivatives to calibrate duration and manage risk, while applying ESG screening and engagement within PIMCO’s research framework. The fund’s institutional share class caters to professional and large-scale investors with a higher minimum initial investment and an expense structure aligned to that market. Within the broader fixed income landscape, it aims to serve as a core short-duration allocation for investors seeking reduced volatility relative to intermediate-term bonds, a potential liquidity sleeve, or a ballast against equity risk, while integrating sustainability-oriented criteria into credit selection and issuer evaluation.