Stock PFL PIMCO INCOME STRATEGY FUND
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Company PIMCO Income Strategy Fund

Equities

PFL

US72201H1086

Closed End Funds

Market Closed - Nyse
Other stock markets
 21:00:02 03/05/2024 BST 		5-day change 1st Jan Change
8.42 USD +0.72% Intraday chart for PIMCO Income Strategy Fund +1.81% -0.24%
03-05 PIMCO Income Strategy Fund Reports Earnings Results for the Half Year Ended December 31, 2023 CI
2023 PIMCO Income Strategy Fund Reports Earnings Results for the Full Year Ended June 30, 2023 CI

Business Summary

PIMCO Income Strategy Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to seek high current income, consistent with the preservation of capital. The Fund seeks to achieve its investment objective by utilizing a dynamic asset allocation strategy that focuses on duration management, credit quality analysis, risk management techniques and broad diversification among issuers, industries and sectors. The Fund normally invests in a diversified portfolio of floating and/or fixed rate debt instruments. The Fund focuses on seeking income-generating investment ideas across multiple fixed income sectors, with an emphasis on seeking opportunities in developed and emerging global credit markets. The Fund may invest a substantial portion of its floating-rate assets in floating-rate loans. The Fund’s investment manager is Pacific Investment Management Company LLC.

Number of employees: 2,400

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
58 100.0 % 33 100.0 % -43.91%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
58 100.0 % 33 100.0 % -43.91%

Managers

Managers TitleAgeSince
Eric Johnson PSD
 President 54 30/04/19
Keisha Audain-Pressley CMP
 Compliance Officer 49 31/12/17
Bijal Parikh TRE
 Treasurer 46 31/12/20
Wu-Kwan Kit LAW
 General Counsel 43 30/11/18
Ryan Leshaw LAW
 General Counsel 44 30/04/19
Peter Strelow PRN
 Corporate Officer/Principal 54 31/12/13

Members of the board

Members of the board TitleAgeSince
Deborah DeCotis CHM
 Chairman 71 28/02/11
Alan Rappaport BRD
 Director/Board Member 71 21/06/10
Sarah Cogan BRD
 Director/Board Member 68 31/12/18
Joseph Kittredge BRD
 Director/Board Member 69 31/12/19
E. Vandecruze BRD
 Director/Board Member 61 28/06/21
David Fisher BRD
 Director/Board Member 56 31/12/18
Kathleen McCartney BRD
 Director/Board Member 69 31/12/21
Libby Cantrill BRD
 Director/Board Member 65 31/12/22

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 38,862,000 38,862,000 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
Morgan Stanley Smith Barney LLC
1.110 %
392,916 1.110 % 3 M $
Guggenheim Funds Distributors LLC
1.109 %
392,266 1.109 % 3 M $
Invesco Capital Management LLC
0.7703 %
272,570 0.7703 % 2 M $
Shaker Financial Services LLC
0.7073 %
250,269 0.7073 % 2 M $
Stifel, Nicolaus & Co., Inc.
0.6347 %
224,588 0.6347 % 2 M $
CUSO Financial Services LP
0.4899 %
173,340 0.4899 % 1 M $
Cetera Advisor Networks LLC
0.4579 %
162,025 0.4579 % 1 M $
Osaic Wealth, Inc.
0.4394 %
155,470 0.4394 % 1 M $
Merrill Lynch, Pierce, Fenner & Smith, Inc.
0.3733 %
132,084 0.3733 % 1 M $
Commonwealth Equity Services LLC
0.3477 %
123,024 0.3477 % 1 M $

Company contact information

PIMCO Income Strategy Fund

1633 Broadway

10019, New York

+949 720 6000

http://www.pimco.com/en-us/investments/closed-end-funds/income-strategy-fund
address PIMCO Income Strategy Fund(PFL)

Sector

Financials
Collective Investments
Collective Investments
Closed End Funds
Closed End Funds

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