Pimco Rae Worldwide Fund Quote
| PWLBX Fund | USD 7.87 0.02 0.25% |
PerformanceSolid
| Odds Of DistressLow
|
Pimco Rae is trading at 7.87 as of the 20th of March 2025; that is 0.25% down since the beginning of the trading day. The fund's open price was 7.89. Pimco Rae has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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.. More on Pimco Rae Worldwide
Moving together with Pimco Mutual Fund
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Value Funds, Long-Short Equity Funds, Long-Short Equity, PIMCO (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Pimco Rae Worldwide [PWLBX] is traded in USA and was established 20th of March 2025. Pimco Rae is listed under PIMCO category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of PIMCO family. This fund at this time has accumulated 627.67 M in assets with no minimum investment requirementsPimco Rae Worldwide is currently producing year-to-date (YTD) return of 6.13% with the current yeild of 0.13%, while the total return for the last 3 years was 8.55%.
Check Pimco Rae Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pimco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pimco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pimco Rae Worldwide Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pimco Rae Worldwide Risk Profiles
| Mean Deviation | 0.4207 | |||
| Semi Deviation | 0.4154 | |||
| Standard Deviation | 0.5549 | |||
| Variance | 0.3079 |
Pimco Rae Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Rae financial ratios help investors to determine whether Pimco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Rae security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |