PWLMX Mutual Fund
PWLMX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2
PWLMX Mutual Fund Overview
PWLMX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2) is managed by PIMCO (US). PWLMX expense ratio is 1.42%, holding 876 positions across sectors including Other, Financials, Real Estate. Inception date: 2019-08-23.
PWLMX performance shows a YTD return of -0.83%. The 1-year return is 1.93% and the 5-year return is 6.65%. PWLMX dividend yield stands at 5.23%, paid quarterly.
PWLMX top holdings include Fannie Mae Or Freddie Mac (24.8%), Clear Channel Outdoor 7.125 02/15/2031 (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 PWLMX holdings, sector breakdown, or dividend history.
PWLMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWLMX alternatives are available via the screener, along with tax-loss harvesting opportunities.