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PIMCO INCOME STRATEGY FUND (PFL)

PFL 8-K filings in 2023

Every material Form 8-K PIMCO INCOME STRATEGY FUND filed with the SEC in 2023, 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.

Briefs in 202313 on record in all
Latest filing in 2023Sep 26, 2023leadership
High impact (4-5)0of 1 brief
ToneNeutral1
Sep 26, 5:22 PM ET

PIMCO Income Strategy Fund adds Giang Bui as co-portfolio manager effective Oct. 2, 2023

Neutral leadership Written later 8.01

Effective October 2, 2023, Giang Bui will serve as a co-portfolio manager of PIMCO Income Strategy Fund (PFL), alongside Alfred T. Murata and Mohit Mittal, who remain in place. The fund's prospectus and Statement of Additional Information are updated to reflect the change in its day-to-day management team, as set out in a supplement dated September 26, 2023.

  • Giang Bui is an executive vice president and portfolio manager in PIMCO's Newport Beach office, focused on securitized debt, including collateralized loan obligations (CLOs).
  • Ms. Bui joined PIMCO in 2000 and has 24 years of investment experience.
  • Murata and Mittal, who have managed the fund since 2014, continue as portfolio managers.
  • As of August 31, 2023, none of the three portfolio managers beneficially owned shares of the fund.
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