PWLBX Mutual Fund
PWLBX Mutual Fund
PWLBX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class A
PWLBX Mutual Fund Overview
PWLBX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) is managed by PIMCO (US). PWLBX expense ratio is 1.76%, holding 1316 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2019-08-23.
PWLBX performance shows a YTD return of 5.69%. The 1-year return is 8.73% and the 5-year return is 7.51%. PWLBX dividend yield stands at 6.42%, paid quarterly.
PWLBX top holdings include Umbs 30Yr Tba(Reg A) 6.50 05/13/2054 (24.8%), Repo Bank America Repo (15.0%), Fannie Mae Or Freddie Mac 06/15/2053 (10.5%), Pimco St Floating Nav Port Iv Mutual Fund (9.8%), Single Family Mortgage 5 04/14/2051 (7.8%). Go to all PWLBX holdings, PWLBX sectors, or PWLBX dividends.
PWLBX can be compared against other funds. Use PWLBX overlap to find shared positions, or PWLBX vs another fund for a side-by-side view. PWLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.