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. It falls under the Long-Short Equity category. Downside deviation of 0.59% indicates contained downside behavior.
Performance
Balanced
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Strong
Odds Of Distress
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Low
PIMCO Rae (PWLBX) is trading at $7.78 as of March 20, 2026, representing 1.02% down in today's trading. PIMCO Rae carries 19% estimated odds of financial distress over the next several years, indicating a moderate probability of operating stress. Measured over 90 trading days, PIMCO Rae has demonstrated strong risk-adjusted performance on a risk-adjusted basis. The performance scores cover the interval from December 20, 2025 to March 20, 2026. Score values are derived from data observed across the selected dates. Learn more.
PIMCO Rae Worldwide [PWLBX] is traded in USA. The fund is listed under the Long-Short Equity category and is part of the PIMCO family. This fund at this time has accumulated 421.8 M in assets with no minimum investment requirements. PIMCO Rae Worldwide is currently producing a year-to-date (YTD) return of 7.56%, while the total return for the last 3 years is 11.5%. PIMCO Rae financial stability analysis
Broad sector diversification is a foundational principle of portfolio management. Diversifying across sectors improves the probability of generating positive returns. However, wider sector allocation may compress the expected return of PIMCO Mutual Fund.
Sector-focused ETFs like PIMCO Rae Worldwide Mutual Fund offer institutional investors a cost-effective way to implement a sector tilt without building a custom portfolio. Using sector ETFs for diversification can be an effective strategy.
The fund maintains about 23.59% of assets in bonds. PIMCO Rae Worldwide's last dividend was $0.14 per share. PIMCO Rae Worldwide (PWLBX) recorded $20.6 million in Total Assets and $421.8 million in Net Assets.
Investor Insights and Alerts
A concise alert layer for PIMCO Rae Worldwide can improve discipline because it turns scattered risk signals into a more reviewable checklist. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
The fund maintains about 23.59% of its assets in bonds
For active positions in PIMCO Rae Worldwide, intraday data shows when a move is gaining strength and when it is fading. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.
Forecasting applied to PIMCO Rae Worldwide learns from price structure, volatility patterns, and trend strength rather than commentary alone. These models describe patterns, not guarantees. The real test is whether market conditions have changed enough to break the old pattern.
This section reviews NAV behavior, category positioning, and exposure stability over time. The current allocation is approximately 70.0% equities and 24.0% bonds. It is classified under Long-Short Equity within the PIMCO family.
Methodology
Unless otherwise specified, data for PIMCO Rae Worldwide is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. PIMCO Rae Worldwide market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We reference public fund disclosures, holdings reports, and market data feeds and regulatory disclosures, including those published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data may be normalized and delayed in some cases. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
PIMCO Rae Worldwide may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.