PIMCONew Age Alpha to Convert NAA Allocation Fund Into ETF
New Age Alpha plans to convert the NAA Allocation Fund from a mutual fund into the newly created NAA Allocation ETF, with the reorganization expected to close around December 4, 2026.
PIMCO will rename five ETFs effective October 30, 2026, including its high-yield and investment-grade corporate bond funds, Enhanced Short Maturity ESG fund, Commodity Strategy fund, and Senior Loan fund. The changes remove “Index” from two fund names and add broader references to bonds or short-term investments to others. PIMCO is also revising their 80% investment policies to align with the updated mandates, while allowing derivatives to be valued using market, notional, or full exposure value depending on the applicable restriction.
At a glance
- Beat
- Fund Updates
- Issuer
- PIMCO
- Region
- United States
- Filed
- 21 August 2026
Source: SEC Filings
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