PWLEX Mutual Fund
PWLEX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class C
PWLEX Mutual Fund Overview
PWLEX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class C) is managed by PIMCO (US). PWLEX expense ratio is 2.47%, holding 876 positions across sectors including Other, Financials, Real Estate. Inception date: 2019-08-23.
PWLEX performance shows a YTD return of -1.17%. The 1-year return is 0.88% and the 5-year return is 5.55%. PWLEX dividend yield stands at 4.68%, paid quarterly.
PWLEX top holdings include Fannie Mae Or Freddie Mac (24.8%), National Rural Util Coop Sr Unsecured 02/29 4.85 (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 PWLEX holdings, sector breakdown, or dividend history.
PWLEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.