PKAAX : PIMCO RAE US Fund Class A

PKAAX is a US Stocks Market Large Value with MODERATE fees.

PKAAX

PIMCO RAE US Fund Class A

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

50% FI Score
  • pkaax
  • Mutual Fund
  • US Stocks
  • Large Value

PIMCO RAE US Fund Class A

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates ("Sub-Adviser"), from a broad universe of companies which satisfy certain liquidity and capacity requirements.

Largest Holdings

Amount Holding
5.24% Apple Inc
2.19% International Business Machines Corp
2.09% Microsoft Corp
2.03% JPMorgan Chase & Co
2.00% Procter & Gamble Co
2.00% Intel Corp
1.80% General Electric Co
1.77% Pfizer Inc
1.70% Verizon Communications Inc
1.68% Walmart Inc
1.53% Gilead Sciences Inc
1.52% Citigroup Inc
1.49% AT&T Inc
1.49% Wells Fargo & Co
1.48% Qualcomm Inc
1.41% Johnson & Johnson
1.33% Merck & Co Inc
1.22% PepsiCo Inc
1.17% Duke Energy Corp
1.15% CVS Health Corp
1.11% Oracle Corp
1.06% The Kroger Co
1.05% The Home Depot Inc
1.02% Comcast Corp Class A
0.96% Exxon Mobil Corp

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