PWLMX Mutual Fund
PWLMX Mutual Fund
PWLMX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2
PWLMX Mutual Fund Overview
PWLMX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2) is managed by PIMCO (US). PWLMX expense ratio is 1.46%, holding 1316 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2019-08-23.
PWLMX performance shows a YTD return of 5.83%. The 1-year return is 9.06% and the 5-year return is 7.85%. PWLMX dividend yield stands at 6.60%, paid quarterly.
PWLMX 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 PWLMX holdings, PWLMX sectors, or PWLMX dividends.
PWLMX can be compared against other funds. Use PWLMX overlap to find shared positions, or PWLMX vs another fund for a side-by-side view. PWLMX alternatives are available via the screener, along with tax-loss harvesting opportunities.