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PWLIX
PIMCO RAE Worldwide Long/Short PLUS Fund Class INSTL
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

PWLIX Mutual Fund Price & Analysis

PIMCO RAE Worldwide Long/Short PLUS Fund Class INSTL (PWLIX) is a mutual fund that aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of global equity securities. The fund utilizes a long/short strategy, meaning it can both buy and sell securities in an effort to generate positive returns regardless of market conditions. Managed by PIMCO, a leading investment management firm, this fund seeks to outperform traditional market-cap weighted indexes by using a proprietary methodology known as the Research Affiliates Equity (RAE) approach. This approach focuses on selecting and weighting securities based on fundamental factors such as cash flow, dividends, and book value, rather than market capitalization. With a focus on risk management and a global perspective, PWLIX offers investors the potential for attractive risk-adjusted returns.

PWLIX Mutual Fund Chart & Stats

Previous Close$8.03
Sub-CategoryMacro and Absolute Return
Total Liabilities783.64M
Last Dividend Ex-Date
Mar 13, 2025
Expense Ratio1.42%
Holding Count566
Brandpimco funds
Dividend Yield
 (3.12%)
CategoryAlternative
Total Assets1.27B
Shares OutstandingN/A
52-Week Range$7.37 - $8.43

Top 10 Holdings

Name
Weight %
USD_CASH
UMBS PASS THRU POOLS
15.36%
USD_CASH
UMBS PASS THRU POOLS
10.59%
USD_CASH
UMBS PASS THRU POOLS
7.30%
USD_CASH
UMBS PASS THRU POOLS
4.85%
USD_CASH
UNITED STATES GOVT
4.04%
USD_CASH
UMBS PASS THRU POOLS
2.59%
USD_CASH
UMBS PASS THRU POOLS
2.43%
USD_CASH
TORO EUROPEAN CLO 6 DAC 6A
2.00%
USD_CASH
UMBS PASS THRU POOLS
1.96%
USD_CASH
UMBS PASS THRU POOLS
1.95%
Total53.07%
Go to Holdings >

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