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Pimco Rae Us Fund Institutional Class (PKAIX)

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15.48 +0.14    +0.91%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.41B
Type:  Fund
Market:  United States
Issuer:  Pimco
Asset Class:  Equity
PIMCO RAE Fundamental US Institutional 15.48 +0.14 +0.91%

PKAIX Overview

 
On this page you'll find an in-depth profile of Pimco Rae Us Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PKAIX among other information.
Category

Large Value

Total Assets

1.41B

Expenses

0.40%

Inception Date

38343

Investment Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates, LLC ("Sub-Adviser"), from a broad universe of companies which satisfy certain liquidity and capacity requirements.

Contact Information

Address 840 Newport Center Drive, Suite 100
Newport Beach,CA 92660
United States
Phone +1 8667462602

Top Executives

Name Title Since Until
Robert D. Arnott Chairman 2015 Now
Biography Mr. Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part of Analytic Investors), and as vice president at The Boston Company. He also was global equity strategist at Salomon Brothers. He has published more than 100 articles in journals.
Christopher J. Brightman - 2015 Now
Biography Chris Brightman, Chief Executive Officer, Research Affiliates, since July 2021, and Chief Investment Officer since April 2014. Previously at Research Affiliates, Mr. Brightman served as a Managing Director and Head of Investment Management. Prior to joining Research Affiliates in 2010, Mr. Brightman was chief executive officer of the University of Virginia Investment Management Company.
Jason Hsu Chief Executive Officer & Chief Investment Officer 2015 2016
Biography Jason Hsu is the founder and chairman of Rayliant Global Advisors, the firm's CIO, and a portfolio manager on the firm’s active institutional strategies. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating investors and offering products to transform the investment ecosystem in Asia and beyond. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates. Jason is at the forefront of the smart beta revolution and is one the world’s most recognized thought leaders in that space. Building on his pioneering work on the RAFI™ Fundamental Index™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably his articles “A Survey of Alternative Equity Index Strategies,” which won a 2011 Graham and Dodd Scroll Award and the Readers’ Choice Award from CFA Institute; and “The Surprising Alpha from Malkiel’s Monkey and Upside-Down Strategies,” which won the 2013 Bernstein Fabozzi/Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management. In 2015, Jason received the Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “A Study of Low-Volatility Portfolio Construction Methods” published in the Journal of Portfolio Management. He has twice received the William F. Sharpe Award for Best New Index Research (2005 and 2013), which is awarded by Institutional Investor Journals. Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as a professor in finance. For his service to UCLA’s Anderson School, he received the 2009 Outstanding Service Award. He has also held visiting professorships at Tsinghua University, Kyoto University and Taiwan National Chengchi University. Jason has authored more than 40 peer-reviewed articles. He is an associate editor for Journal of Investment Management, and also serves on the editoral board for several publications including Journal of Index Investing, Journal of Investment Consulting, and Journal of Investment Management. Jason graduated with a BS (summa cum laude) in physics from the California Institute of Technology, was awarded an MS in finance from Stanford University, and earned his Ph.D. in finance from UCLA, where he conducted research on the equity premium, business cycles, and portfolio allocations.
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