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PIMCO RAE PLUS International I-2 (PTIPX)

6.31
-0.10
(-1.56%)
At close: 8:06:59 AM EDT
Loading Chart for PTIPX
  • Previous Close 6.41
  • YTD Return 8.75%
  • Expense Ratio 1.32%
  • Category Foreign Large Value
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 131.19M
  • Beta (5Y Monthly) 1.03
  • Yield 7.53%
  • 5y Average Return --
  • Holdings Turnover 444.00%
  • Last Dividend 0.11
  • Inception Date Feb 28, 2014

The fund seeks to exceed the total return of the MSCI EAFE Value Index under normal circumstances by obtaining exposure to a portfolio of stocks economically tied to foreign (non-U.S.) countries ("RAE International Large Model Portfolio"), and complementing this equity exposure with absolute return bond alpha strategy ("AR 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 may also invest up to 10% of its total assets in preferred securities.

PIMCO

Fund Family

Foreign Large Value

Fund Category

131.19M

Net Assets

2014-02-28

Inception Date

Performance Overview: PTIPX

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Trailing returns as of 4/8/2025. Category is Foreign Large Value.

YTD Return

PTIPX
8.75%
Category
11.56%
 

1-Year Return

PTIPX
9.01%
Category
35.63%
 

3-Year Return

PTIPX
6.70%
Category
5.74%
 

5-Year Return

PTIPX
14.32%
Category
8.25%
 

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Holdings: PTIPX

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Sector Weightings

SectorPTIPX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: PTIPX

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Research Reports: PTIPX

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