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. Downside deviation of 0.41% indicates contained downside behavior. Trading up 0.51% intraday. It is managed by PIMCO.
Performance
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Odds Of Distress
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PIMCO Rae Worldwide currently trades at $7.82, posting an 0.51% increase in today's market action. PIMCO RAE carries a 15% probability of financial distress over the medium term. Over the last 90 trading days, it has demonstrated strong risk-adjusted performance. The performance scores window runs from December 17, 2025 to March 17, 2026. Learn more.
PIMCO Rae Worldwide [PWLEX] 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 a minimum initial investment of $1 K. PIMCO Rae Worldwide is currently producing a year-to-date (YTD) return of 7.27%, while the total return for the last 3 years is 10.61%. PIMCO RAE financial stability analysis
The fund maintains about 34.55% of assets in cash. PIMCO Rae Worldwide's last dividend was $0.13 per share. PIMCO Rae Worldwide (PWLEX) recorded $1.1 million in Total Assets and $421.8 million in Net Assets.
Investor Insights and Alerts
Investor notes and alerts for PIMCO Rae Worldwide are most useful when volatility is rising and the market is forcing investors to validate the position quickly. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
The fund maintains about 34.55% of its assets in cash
For active positions in PIMCO Rae Worldwide, intraday indicators can reveal when the market is confirming a move and when the move is losing sponsorship. Used carefully, they can improve execution quality without encouraging investors to overtrade every minor fluctuation.
Quantitative forecast tools for PIMCO Rae Worldwide focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.
Performance context is typically read against category peers and stated objectives. The five-year return stands at 9.0%.
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.