PWLEX Mutual Fund
PWLEX Mutual Fund
PWLEX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class C
PWLEX Mutual Fund Overview
PWLEX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) is managed by PIMCO (US). PWLEX expense ratio is 2.51%, holding 1316 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2019-08-23.
PWLEX performance shows a YTD return of 5.27%. The 1-year return is 7.89% and the 5-year return is 6.72%. PWLEX dividend yield stands at 5.93%, paid quarterly.
PWLEX top holdings include Fannie Mae Or Freddie Mac (24.8%), Repo Bank America Repo (15.0%), Fnma 30Yr Tba 6% Jun 23 (10.5%), Pimco St Floating Nav Port Iv Mutual Fund (9.8%), Single Family Mortgage 5 04/14/2051 (7.8%). Go to all PWLEX holdings, PWLEX sectors, or PWLEX dividends.
PWLEX can be compared against other funds. Use PWLEX overlap to find shared positions, or PWLEX vs another fund for a side-by-side view. PWLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.