Pimco Rae Worldwide Fund Quote
| PWLIX Fund | USD 8.21 0.05 0.61% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Pimco Rae is trading at 8.21 as of the 26th of November 2024; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 8.16. Pimco Rae has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pimco Rae Worldwide are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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 Growth Funds, Long-Short Equity Funds, Long-Short Equity, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
Pimco Rae Worldwide [PWLIX] is traded in USA and was established 26th of November 2024. 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 1.56 B in assets with no minimum investment requirementsPimco Rae Worldwide is currently producing year-to-date (YTD) return of 15.41% with the current yeild of 0.09%, while the total return for the last 3 years was 9.04%.
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 Top Holders
| PAALX | All Asset Fund | Mutual Fund | Tactical Allocation | |
| PAUNX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUCX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PASAX | All Asset Fund | Mutual Fund | Tactical Allocation | |
| PAUPX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAUAX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PALPX | Pimco All Asset | Mutual Fund | Tactical Allocation | |
| PAAIX | All Asset Fund | Mutual Fund | Tactical Allocation |
Pimco Rae Worldwide Risk Profiles
| Mean Deviation | 0.2803 | |||
| Semi Deviation | 0.2716 | |||
| Standard Deviation | 0.3482 | |||
| Variance | 0.1212 |
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.
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