PKAPX Mutual Fund

PKAPX Mutual Fund (PIMCO RAE US Fund Class I-2) is managed by PIMCO (US). PKAPX expense ratio is 0.50%, holding 130 positions across sectors including Information Technology, Energy, Consumer Discretionary. Inception date: 2015-06-05.

PKAPX performance shows a YTD return of 30.39%. The 1-year return is 48.46% and the 5-year return is 15.93%. PKAPX dividend yield stands at 11.87%, paid annually.

PKAPX top holdings include Cisco Systems Inc. - Ordinary Shares (5.5%), Marathon Petroleum Corp (4.5%), Valero Energy (4.5%), Bristol-Myers Squibb Co. (3.5%), Humana Inc. (3.0%). Go to all PKAPX holdings, PKAPX sectors, or PKAPX dividends.

PKAPX can be compared against other funds. Use PKAPX overlap to find shared positions, or PKAPX vs another fund for a side-by-side view. PKAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.