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PIMCO RAE Worldwide Long/Short PLUS C (PWLEX)
As of 8:06 AM EST. Market Open.
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8.18 - YTD Return 12.35%
- Expense Ratio 2.57%
- Category Long-Short Equity
- Last Cap Gain -29.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 508.85M
- Beta (5Y Monthly) 0.19
- Yield 8.44%
- 5y Average Return --
- Holdings Turnover 369.00%
- Last Dividend 0.31
- Inception Date Dec 4, 2014
The fund seeks to achieve its investment objective under normal circumstances by obtaining long exposure to three separate stock portfolios representing developed and developing markets, short exposure to corresponding capitalization-weighted equity indexes, and complementing this equity exposure with absolute return bond alpha strategy.
PIMCO
Fund Family
Long-Short Equity
Fund Category
508.85M
Net Assets
2014-12-04
Inception Date
Performance Overview: PWLEX
View MoreTrailing returns as of 11/22/2024. Category is Long-Short Equity.
Holdings: PWLEX
View MoreSector Weightings
SectorPWLEX
Financial Services 16.74%
Technology 14.72%
Healthcare 13.58%
Industrials 11.42%
Consumer Cyclical 10.95%
Consumer Defensive 10.89%
Energy 6.74%
Communication Services 5.19%
Utilities 3.99%
Basic Materials 3.73%
Real Estate 2.04%
Recent News: PWLEX
View MoreResearch Reports: PWLEX
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