Every material Form 8-K PIMCO HIGH INCOME FUND has filed with the SEC since September 26, 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.
PIMCO High Income Fund (PHK) said that, effective June 24, 2026, it may invest in and/or originate loans as a principal investment strategy, and that from July 24, 2026 it may invest without limitation in bank loans. The changes are set out in a prospectus and statement of additional information supplement dated June 24, 2026. The filing describes added risks, including credit, liquidity, and subprime borrower exposure, that shareholders would bear if the Fund expands into loans.
Loan investing and origination permitted as a principal strategy effective June 24, 2026
Unlimited investment in bank loans permitted effective July 24, 2026
Supplement to the prospectus and SAI dated June 24, 2026 filed as Exhibit 99.1
Filing adds risk disclosures on loan origination, foreign loan originations, and loan liquidity
PIMCO High Income Fund (PHK) said its Board of Trustees approved on August 15, 2024 a non-fundamental guideline to invest at least 50% of total assets in corporate debt obligations and other corporate securities. The change takes effect September 20, 2024, and is disclosed in a prospectus supplement dated August 20, 2024. The filing does not say how the change affects the Fund's current holdings or performance.
Board approved the non-fundamental guideline on August 15, 2024
Guideline requires investing at least 50% of total assets in corporate debt obligations and other corporate securities
Change takes effect September 20, 2024; prospectus supplement dated August 20, 2024
Effective October 2, 2023, Giang Bui becomes a co-portfolio manager of PIMCO High Income Fund, joining Alfred T. Murata and Mohit Mittal, who are now jointly and primarily responsible for the fund's day-to-day management. The filing is a September 26, 2023 supplement that updates the fund's prospectus and statement of additional information with the three managers' biographies and other-account data. The filing states that none of the three portfolio managers owned shares of the fund at the dates given.
Giang Bui joins Alfred T. Murata and Mohit Mittal as co-portfolio manager effective October 2, 2023.
Murata and Mittal have served on the fund since 2014; Bui is listed with a 2023 start.
Other-account data is as of June 30, 2023 for Murata and Mittal, and August 31, 2023 for Bui.
All three portfolio managers are shown with a dollar range of "None" for fund shares owned.
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 HIGH INCOME FUND filing is on SEC EDGAR ↗. 8-K briefs of other companies →