The LONZ issuer, represented by PIMCO FUNDS, aims to achieve its investment objective by primarily allocating at least 80% of its assets into a diversified portfolio of Senior Loans, which may include various forms of forwards or derivatives such as options, futures contracts, or swap agreements. These Senior Loans, encompassing senior secured floating rate bank loans, offer a priority claim to the issuer's assets in the event of default, making them a secure investment option. Additionally, the fund may invest in collateralized loan obligations, high-yield corporate debt securities, and even junk bonds rated below investment grade by reputable agencies like Moody's, S&P, or Fitch. Moreover, it may delve into foreign currency-denominated securities up to 20% of its total assets, with a cautious approach to foreign currency exposure. Derivative instruments like credit default swaps and interest rate swaps, as well as short sales, are also within the fund's investment scope. With a focus on maintaining an average portfolio duration close to that of the Markit iBoxx USD Liquid Leveraged Loan Index, the LONZ issuer ensures a balanced sensitivity to changes in interest rates, thereby reflecting a prudent investment strategy.
LONZ Dividend, a product of PIMCO FUNDS, is designed to provide investors with an income-generating opportunity by strategically investing in a diversified portfolio of Senior Loans and other high-yield securities. With at least 80% of its assets allocated to Senior Loans, which offer priority claims to issuer assets in case of default, the fund ensures a secure investment avenue. Additionally, it may explore collateralized loan obligations and high-yield corporate debt securities, including junk bonds rated below investment grade by leading agencies such as Moody's, S&P, or Fitch. The fund's approach includes prudent management of foreign currency exposure, limiting it to 20% of total assets, and leveraging derivative instruments like credit default swaps and interest rate swaps to enhance returns. LONZ Dividend's investment strategy is tailored to maintain an average portfolio duration in line with market benchmarks, reflecting its commitment to generating consistent income while managing risk effectively for investors.
LONZ Tracking, offered by PIMCOFUNDS, is designed to closely track the performance of the underlying Markit iBoxx USD Liquid Leveraged Loan Index. The fund achieves this by primarily investing at least 80% of its assets in a diversified portfolio of Senior Loans, which includes various forms of forwards or derivatives such as options, futures contracts, or swap agreements. These Senior Loans, secured and floating rate in nature, provide investors with exposure to a specific segment of the market while aiming to mirror the index's movements. Additionally, LONZ Tracking may delve into collateralized loan obligations, high-yield corporate debt securities, and junk bonds, ensuring a comprehensive representation of the leveraged loan market. The fund's disciplined approach to maintaining an average portfolio duration close to that of the index reflects its commitment to accurately tracking the benchmark's performance, offering investors a reliable investment vehicle to participate in the leveraged loan market.
LONZ Correlation, part of the PIMCOFUNDS lineup, seeks to provide investors with a tool to potentially mitigate risk through diversification. The fund aims to achieve this by investing in a diversified portfolio of Senior Loans and other high-yield securities, with a primary focus on tracking the performance of the underlying Markit iBoxx USD Liquid Leveraged Loan Index. By allocating at least 80% of its assets to Senior Loans, which are typically secured and floating rate instruments, LONZ Correlation offers exposure to a specific segment of the market while aiming to mirror the movements of the index. Furthermore, the fund may explore collateralized loan obligations, high-yield corporate debt securities, and junk bonds, thereby broadening its investment scope within the leveraged loan market. Through its disciplined approach to maintaining a close correlation with the index, LONZ Correlation provides investors with a potential tool for risk management and diversification within their investment portfolios.
LONZ Sector, a component of the st PIMCO FUNDS suite, is tailored to provide investors with targeted exposure to specific sectors within the leveraged loan market. With a primary objective of tracking the performance of the underlying Markit iBoxx USD Liquid Leveraged Loan Index, the fund achieves this by strategically allocating its assets to a diversified portfolio of Senior Loans and other high-yield securities. By investing at least 80% of its assets in Senior Loans, which are typically secured and floating rate instruments, LONZ Sector offers investors exposure to various sectors while aiming to mirror the movements of the index within those sectors. Moreover, the fund may explore collateralized loan obligations, high-yield corporate debt securities, and junk bonds within targeted sectors, providing a comprehensive representation of the leveraged loan market. Through its sector-focused approach and disciplined correlation with the index, LONZ Sector offers investors a specialized tool for accessing and potentially benefiting from specific sectors within the leveraged loan market.
LONZ Exposure, a product within the PIMCO family, is designed to offer investors diversified exposure to the leveraged loan market. The fund's primary aim is to track the performance of the Markit iBoxx USD Liquid Leveraged Loan Index by strategically allocating its assets. With at least 80% of its investments directed towards Senior Loans, which are typically secured and floating-rate instruments, LONZ Exposure provides investors with exposure to the leveraged loan market's dynamics. Additionally, the fund may invest in collateralized loan obligations, high-yield corporate debt securities, and junk bonds, expanding its investment scope within the market. Through a diversified approach and disciplined correlation with the index, LONZ Exposure provides investors with an opportunity to gain exposure to the leveraged loan market while potentially mitigating risk through diversification.
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