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PIMCO RAE PLUS A (PIXAX)

17.73 -0.19 (-1.06%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 17.92
  • YTD Return 15.16%
  • Expense Ratio 1.39%
  • Category Large Value
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.17B
  • Beta (5Y Monthly) 0.97
  • Yield 7.49%
  • 5y Average Return --
  • Holdings Turnover 366.00%
  • Last Dividend 1.10
  • Inception Date Apr 30, 2008

The fund seeks to exceed the total return of the Russell 1000? Value Index under normal circumstances by obtaining exposure to a portfolio of stocks of U.S. companies, and complementing this equity exposure with absolute return bond alpha strategy. It may invest up to 25% of its total assets in securities and instruments that are economically tied to emerging market countries. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 35% of its total assets.

PIMCO

Fund Family

Large Value

Fund Category

1.17B

Net Assets

2008-04-30

Inception Date

Performance Overview: PIXAX

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Trailing returns as of 10/21/2024. Category is Large Value.

YTD Return

PIXAX
15.16%
Category
4.44%
?

1-Year Return

PIXAX
29.88%
Category
14.37%
?

3-Year Return

PIXAX
9.89%
Category
6.04%
?

5-Year Return

PIXAX
12.34%
Category
9.20%
?

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Holdings: PIXAX

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