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Nasdaq - Delayed Quote USD

PIMCO RAE PLUS C (PIXCX)

12.14
-0.48
(-3.80%)
As of 8:09:21 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • Fidelity Institutional FundsNetwork
  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to exceed the total return of the Russell 1000® Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25% of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 35% of its total assets.

Fund Overview

Category Large Value
Fund Family PIMCO
Net Assets 1.08B
YTD Return 0.93%
Yield 10.15%
Morningstar Rating
Inception Date Apr 27, 2018

Performance & Risk

YTD Return -6.55%
5y Average Return 13.42%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

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