PKAIX Mutual Fund
PKAIX Mutual Fund
PIMCO RAE US Fund Class INSTL
PKAIX Mutual Fund Overview
PKAIX Mutual Fund (PIMCO RAE US Fund Class INSTL) is managed by PIMCO (US). PKAIX expense ratio is 0.40%, holding 130 positions across sectors including Information Technology, Energy, Health Care. Inception date: 2015-06-05.
PKAIX performance shows a YTD return of 21.51%. The 1-year return is 39.71% and the 5-year return is 14.46%. PKAIX dividend yield stands at 2.79%, paid annually.
PKAIX top holdings include Valero Energy Corp. (6.0%), Marathon Petroleum Corp. (5.8%), JOHNSON AND JOHNSON (4.7%), Cisco Systems Inc. - Ordinary Shares (4.3%), Bristol-Myers Squibb Co. (3.2%). View all PKAIX holdings, sector breakdown, or dividend history.
PKAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PKAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.