Morningstar

PIMCO RAE Worldwide Long/Short PLUS Fund Class A PWLBX

Medalist Rating as of Aug 31, 2026 See PIMCO Investment Hub

Strategy

The investment seeks long-term capital appreciation, consistent with prudent investment management. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund Institutional Class	Institutional	Open			Dec 4, 2014	$425.55M	1.190%	Average	$1M	$50.73M
PWLMX	PIMCO RAE Worldwide Long/Short PLUS Fund I-2	Institutional	Open			Aug 23, 2019	$14.05M	1.290%	Average	$1M	$8.53M
PWLBX	PIMCO RAE Worldwide Long/Short PLUS Fund Class A	Front Load	Open			Aug 23, 2019	$17.42M	1.590%	Average	$1,000	−$3.16M
PWLEX	PIMCO RAE Worldwide Long/Short PLUS Fund Class C	Level Load	Closed			Aug 23, 2019	$905,590.00	2.340%	Average	$1,000	$81,507.25

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