PKAIX Mutual Fund
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 30.43%. The 1-year return is 48.55% and the 5-year return is 15.99%. PKAIX dividend yield stands at 12.22%, paid annually.
PKAIX top holdings include Valero Energy (6.0%), Marathon Petroleum Corp (5.8%), Johnson & Johnson - Common (4.7%), Cisco Systems Inc. - Ordinary Shares (4.3%), Bristol-Myers Squibb Co. (3.2%). Go to all PKAIX holdings, PKAIX sectors, or PKAIX dividends.
PKAIX can be compared against other funds. Use PKAIX overlap to find shared positions, or PKAIX vs another fund for a side-by-side view. PKAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.