Every material Form 8-K PIMCO Dynamic Income Strategy Fund has filed with the SEC since December 02, 2022, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
PIMCO Dynamic Income Strategy Fund (PDX) said that, effective immediately, Mark R. Kiesel no longer manages the fund. John M. Devir, Greg E. Sharenow, Daniel J. Ivascyn, Alfred T. Murata, and Giang Bui remain primarily responsible for its day-to-day management. The filing describes the remaining managers' backgrounds but does not state any change to the fund's strategy or fees.
Mark R. Kiesel no longer manages the fund, effective immediately (filing dated November 14, 2025).
Remaining managers: John M. Devir, Greg E. Sharenow, Daniel J. Ivascyn, Alfred T. Murata, and Giang Bui.
Ivascyn is Group Chief Investment Officer; Devir leads Americas credit research and energy analysis.
On September 20, 2023, the board of PIMCO Energy and Tactical Credit Opportunities Fund approved renaming it PIMCO Dynamic Income Strategy Fund with NYSE ticker PDX, changing its investment objectives and strategies, and rescinding its policy to invest at least 80% of net assets in energy-linked and credit-linked investments. For shareholders, the management fee paid to PIMCO will fall from 1.35% to 1.25% of average daily total managed assets, effective December 1, 2023, while the other changes take effect November 21, 2023. The fund will give shareholders 60 days' written notice of the rescission of the 80% Policy.
Board approved the name change and NYSE ticker change to PDX on September 20, 2023
Annual management fee rate to PIMCO cut 0.10%, from 1.35% to 1.25% of average daily total managed assets, effective December 1, 2023
Investment objectives, strategies and the 80% Policy rescission take effect November 21, 2023, with 60 days' written notice to shareholders
Dan Ivascyn, Alfred Murata and Giang Bui added to the portfolio management team
The Board of Trustees of PIMCO Energy and Tactical Credit Opportunities Fund declared a quarterly distribution of $0.22 per common share, payable January 3, 2023. The release lists no change from the previous quarter and reports an annualized distribution rate of 4.77% of NAV as of October 31, 2022; the filing names the fund's ticker as NRGX, not PDX.
Distribution of $0.22 per common share, payable January 3, 2023
Shareholders of record on December 12, 2022; ex-dividend date December 9, 2022
Annualized distribution rate of 4.77% of NAV and 5.62% of market price as of October 31, 2022
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every PIMCO Dynamic Income Strategy Fund filing is on SEC EDGAR ↗. 8-K briefs of other companies →