Fixed Income SHares: Series C

PIMCO Managed Accounts Trust · 1 share class

Actively managed U.S. bond fund
One fund, 1 share class:FXICX
$2.01B NAV
528 positions · as of 2026-06-30 · filed 2026-08-31

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fixed Income SHares: Series C is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade

Fund profile

As filed in the prospectus · 2026 Q2

The Portfolio seeks maximum total return, consistent with preservation of capital and prudent investment management.

Strategy · summarised

The fund invests at least 80% of assets in a broad range of fixed income instruments including corporate debt, government and agency securities, mortgage-backed and asset-backed securities, and derivatives, with duration and credit positioning adjusted based on the manager's interest rate and credit forecasts. The fund may allocate up to 50% to high yield securities rated B or higher and employs derivatives without limit for hedging, risk management, and leverage. Because security selection and positioning depend on the manager's forecasts, results will diverge from any benchmark.

Expenses
0.10%one share class
Share classExpense ratio
FXICX0.10%

Portfolio turnover 584.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

142.84%
of net assets
Securitized70.73%
Bonds68.45%
Cash & short-term1.62%
Derivatives1.15%
Loans0.89%

These positions come to 142.84% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Securitized49.2%
Government20.1%
Other9.7%
Financials9.0%
9 smaller12.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 289 new201 exited

Largest new: UMBS, TBA ×5, Government National Mortgage Association ×2, REPUBLIC OF SOUTH AFRICA

Largest exited: UMBS PASS THRU POOLS ×6, GNMA PASS THRU POOLS ×2

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+7.97%
3-year
+21.60%
5-year
+8.33%
Volatility
2.76%
Worst 3-yr fall
-5.13%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.86%
Avg maturity
18.26 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

11%
floating
Fixed rate88.6%
Floating rate11.3%
Zero-coupon or unclassified0.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y1.2%
1-3y7.1%
3-5y6.2%
5-10y28.8%
10y+56.8%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
47.69 yr
approx. move per 100bp
Credit-spread duration
44.65 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -92.5%
of value
Interest rates52%
Credit spreads48%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+44.65
yrs total
Investment grade+43.53 yr
High yield+1.12 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate47.69 yr total
3 mo30 yr
3 mo8.01 yr17%
1 yr9.68 yr20%
5 yr10.36 yr22%
10 yr10.43 yr22%
30 yr9.21 yr19%
Credit spread44.65 yr total
3 mo30 yr
3 mo8.17 yr18%
1 yr8.59 yr19%
5 yr9.90 yr22%
10 yr9.35 yr21%
30 yr8.64 yr19%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+8.01+8.17+0.00$1.64m$678
1 yr+9.68+8.52+0.07$1.71m$13.2k
5 yr+10.36+9.30+0.60$1.87m$120.1k
10 yr+10.43+9.13+0.22$1.83m$43.7k
30 yr+9.21+8.40+0.24$1.69m$47.2k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 47.69 yr.

USD+40.69 yr
GBP+6.58 yr
AUD+0.31 yr
CAD-0.14 yr
PEN+0.13 yr
ZAR+0.12 yr
1 others+0.01 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
UMBS, TBA6.00% · due 2056-09-0110.19%$204.66M
UMBS, TBA5.50% · due 2056-08-018.40%$168.71M
United States Treasury1.75% · due 2034-01-156.38%$128.19M
United States Treasury2.13% · due 2035-01-155.05%$101.38M
Government National Mortgage Association6.00% · due 2056-08-205.02%$100.91M
UMBS, TBA4.50% · due 2056-08-014.53%$90.94M
United States Treasury4.63% · due 2046-02-153.86%$77.48M
UMBS, TBA5.00% · due 2056-08-013.75%$75.29M
Government National Mortgage Association2.50% · due 2056-08-203.29%$66.06M
United States Treasury0.50% · due 2028-01-153.27%$65.78M
Showing 10 of 528Sign in to see more

Top 10 positions are 53.73% of net assets, top 25 77.20%, across 295 issuers.

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