PWLIX Mutual Fund
PWLIX Mutual Fund
PWLIX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class Institutional
PWLIX Mutual Fund Overview
PWLIX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class Institutional) is managed by PIMCO (US) with $936.0M in net assets. PWLIX expense ratio is 1.36%, holding 1316 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2014-12-04.
PWLIX performance shows a YTD return of 5.85%. The 1-year return is 9.09% and the 5-year return is 7.94%. PWLIX dividend yield stands at 6.63%, paid quarterly.
PWLIX 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 PWLIX holdings, PWLIX sectors, or PWLIX dividends.
PWLIX can be compared against other funds. Use PWLIX overlap to find shared positions, or PWLIX vs another fund for a side-by-side view. PWLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.