PWLBX Mutual Fund
PWLBX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class A
PWLBX Mutual Fund Overview
PWLBX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class A) is managed by PIMCO (US). PWLBX expense ratio is 1.72%, holding 876 positions across sectors including Other, Financials, Real Estate. Inception date: 2019-08-23.
PWLBX performance shows a YTD return of -0.90%. The 1-year return is 1.54% and the 5-year return is 6.34%. PWLBX dividend yield stands at 5.13%, paid quarterly.
PWLBX top holdings include Fannie Mae Or Freddie Mac (24.8%), Freddie Mac Pool 5%09/01/2052 (15.0%), Fannie Mae Or Freddie Mac 2051-06-15 (10.5%), Pimco St Floating Nav Port Iv Mutual Fund (9.8%), Single Family Mortgage 5 04/14/2051 (7.8%). View all PWLBX holdings, sector breakdown, or dividend history.
PWLBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.