PIMCO Funds Announce Joint Shareholder Meeting June 28
Ticker: PGP · Form: DEF 14A · Filed: May 16, 2024 · CIK: 1318025
| Field | Detail |
|---|---|
| Company | Pimco Global Stocksplus & Income Fund (PGP) |
| Form Type | DEF 14A |
| Filed Date | May 16, 2024 |
| Risk Level | low |
| Pages | 16 |
| Reading Time | 19 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, shareholder-meeting, fund-management
Related Tickers: PDX, RCS, PGP, PHK, PDI
TL;DR
PIMCO funds (PDX, RCS, PGP, PHK, PDI, PFL, PFN) holding joint shareholder meeting June 28th. Vote matters.
AI Summary
PIMCO Global StocksPLUS & Income Fund (PGP) and six other PIMCO-managed funds are holding a Joint Annual Meeting of Shareholders on June 28, 2024, at 8:00 AM PST in Newport Beach, California. Shareholders will vote on matters presented at the meeting, as detailed in this proxy statement filed on Schedule 14A. The meeting will cover proposals requiring shareholder approval for the respective funds.
Why It Matters
Shareholders of these PIMCO funds have the opportunity to vote on important matters that could affect the future management and operations of their investments.
Risk Assessment
Risk Level: low — This filing is a standard proxy statement announcing a shareholder meeting and does not contain new financial risks.
Key Players & Entities
- PIMCO Global StocksPLUS & Income Fund (company) — Registrant Fund
- PDX (company) — PIMCO Dynamic Income Strategy Fund ticker
- RCS (company) — PIMCO Strategic Income Fund, Inc. ticker
- PGP (company) — PIMCO Global StocksPLUS & Income Fund ticker
- PHK (company) — PIMCO High Income Fund ticker
- PDI (company) — PIMCO Dynamic Income Fund ticker
- PFL (company) — PIMCO Income Strategy Fund ticker
- PFN (company) — PIMCO Income Strategy Fund II ticker
- Pacific Investment Management Company LLC (company) — Manager of the Funds
- June 28, 2024 (date) — Date of Joint Annual Meeting
FAQ
What is the purpose of this filing?
This filing (DEF 14A) is a Notice of Joint Annual Meeting of Shareholders for seven PIMCO-managed funds, including PIMCO Global StocksPLUS & Income Fund (PGP), to inform shareholders about the meeting and the matters to be voted upon.
When and where will the Joint Annual Meeting be held?
The Joint Annual Meeting will be held on June 28, 2024, at 8:00 AM PST at the offices of Pacific Investment Management Company LLC, located at 650 Newport Center Drive, Newport Beach, California 92660.
Which PIMCO funds are involved in this Joint Annual Meeting?
The funds involved are PIMCO Dynamic Income Strategy Fund (PDX), PIMCO Strategic Income Fund, Inc. (RCS), PIMCO Global StocksPLUS & Income Fund (PGP), PIMCO High Income Fund (PHK), PIMCO Dynamic Income Fund (PDI), PIMCO Income Strategy Fund (PFL), and PIMCO Income Strategy Fund II (PFN).
Who is the Manager of these PIMCO funds?
The Manager of these funds is Pacific Investment Management Company LLC (PIMCO).
What type of filing is this document?
This document is a Schedule 14A, which is a Proxy Statement filed with the SEC, providing information required for soliciting shareholder votes.
Filing Stats: 4,800 words · 19 min read · ~16 pages · Grade level 10.5 · Accepted 2024-05-16 16:02:19
Filing Documents
- d815342ddef14a.htm (DEF 14A) — 739KB
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- 0001193125-24-140512.txt ( ) — 17059KB
- pdx-20240516.xsd (EX-101.SCH) — 5KB
- pdx-20240516_def.xml (EX-101.DEF) — 5KB
- pdx-20240516_lab.xml (EX-101.LAB) — 8KB
- pdx-20240516_pre.xml (EX-101.PRE) — 5KB
- d815342ddef14a_htm.xml (XML) — 26KB
From the Filing
Notice & Proxy SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.) Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Joint Proxy Statement Definitive Additional Materials Soliciting Material Under Rule 14a-12 PIMCO Dynamic Income Strategy Fund ("PDX") PIMCO Strategic Income Fund, Inc. ("RCS") PIMCO Global StocksPLUS & Income Fund ("PGP") PIMCO High Income Fund ("PHK") PIMCO Dynamic Income Fund ("PDI") PIMCO Income Strategy Fund ("PFL") PIMCO Income Strategy Fund II ("PFN") (Name of Registrant as Specified in its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee paid previously with preliminary materials. Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a–6(i)(1) and 0–11 NOTICE OF JOINT ANNUAL MEETING OF SHAREHOLDERS TO BE HELD ON JUNE 28, 2024 PIMCO DYNAMIC INCOME STRATEGY FUND ("PDX") PIMCO STRATEGIC INCOME FUND, INC. ("RCS") PIMCO GLOBAL STOCKSPLUS & INCOME FUND ("PGP") PIMCO HIGH INCOME FUND ("PHK") PIMCO DYNAMIC INCOME FUND ("PDI") PIMCO INCOME STRATEGY FUND ("PFL") PIMCO INCOME STRATEGY FUND II ("PFN") 650 Newport Center Drive Newport Beach, California 92660 To the Shareholders of PDX 1 , RCS, PGP, PHK, PDI, PFL and PFN (each, a "Fund" and, collectively, the "Funds"): Notice is hereby given that a Joint Annual Meeting of Shareholders of each Fund (the "Meeting") will be held at the offices of Pacific Investment Management Company LLC ("PIMCO" or the "Manager"), at 650 Newport Center Drive, Newport Beach, California 92660, on Friday, June 28, 2024, at 8:00 A.M., Pacific Time, for the following purposes, which are more fully described in the accompanying Proxy Statement: 2 1. To elect Trustees/Directors 3 of each Fund, each to hold office for the term indicated and until his or her successor shall have been elected and qualified; and 2. To transact such other business as may properly come before the Meeting or any adjournment(s) or postponement(s) thereof. If you are planning to attend the Meeting in-person, please call 1-866-796-7180 in advance. The Board of Trustees of each Fund has fixed the close of business on April 29, 2024 as the record date for the determination of shareholders entitled to 1 Effective November 21, 2023, the Fund changed its name and ticker symbol from "PIMCO Energy and Tactical Credit Opportunities Fund" and "NRGX" to "PIMCO Dynamic Income Strategy Fund" and "PDX," respectively. 2 The principal executive offices of the Funds are located at 1633 Broadway, New York, New York 10019. 3 Hereinafter, the terms "Trustee" or "Trustees" shall refer to a Director or Directors of RCS, as well as a Trustee or Trustees of PDX, PGP, PFL, PFN, PHK and PDI, as applicable. receive notice of, and to vote at, the Meeting or any adjournment(s) or postponement(s) thereof. The enclosed proxy is being solicited on behalf of the Board of Trustees of each Fund. By order of the Board of Trustees of each Fund, Wu-Kwan Kit Vice President, Senior Counsel and Secretary Newport Beach, California May 16, 2024 It is important that your shares be represented at the Meeting in person or by proxy, no matter how many shares you own. If you do not expect to attend the Meeting, please complete, date, sign and return the applicable enclosed proxy or proxies in the accompanying envelope, which requires no postage if mailed in the United States. Please mark and mail your proxy or proxies promptly in order to save any additional costs of further proxy solicitations and in order for the Meeting to be held as scheduled. PIMCO DYNAMIC INCOME STRATEGY FUND ("PDX") PIMCO STRATEGIC INCOME FUND, INC. ("RCS") PIMCO GLOBAL STOCKSPLUS & INCOME FUND ("PGP") PIMCO HIGH INCOME FUND ("PHK") PIMCO DYNAMIC INCOME FUND ("PDI") PIMCO INCOME STRATEGY FUND ("PFL") PIMCO INCOME STRATEGY FUND II ("PFN") 650 Newport Center Drive Newport Beach, California 92660 IMPORTANT NOTICE REGARDING THE AVAILABILITY OF PROXY MATERIALS FOR THE JOINT ANNUAL MEETING OF SHAREHOLDERS TO BE HELD ON JUNE 28, 2024 This Proxy Statement and the Annual Reports to Shareholders for the fiscal year ended June 30, 2023 for the Funds are also available at pimco.com/closedendfunds. PROXY STATEMENT May 16, 2024 FOR THE JOINT ANNUAL MEETING OF SHAREHOLDERS TO BE HELD ON JUNE 28, 2024 INTRODUCTION This Proxy Statement is furnished in connection with the solicitation by the Boards of Trustees/Directors 4 (each, a "Board") of the shareholders of each of PDX 5 , RCS, PGP, PHK, PDI, PFL and PFN (each, a "Fund" and, c