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PIMCO ETF Trust (BILZ)
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Upturn Advisory Summary
01/21/2025: BILZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 206702 | Beta - | 52 Weeks Range 96.14 - 101.07 | Updated Date 01/21/2025 |
52 Weeks Range 96.14 - 101.07 | Updated Date 01/21/2025 |
AI Summary
PIMCO ETF Trust Analysis
Profile:
PIMCO ETF Trust is a family of exchange-traded funds (ETFs) issued by PIMCO, a global investment management firm. The ETFs offer investors access to a variety of fixed income and alternative investment strategies.
Objective:
The primary investment goal of PIMCO ETF Trust is to provide investors with income, capital appreciation, and diversification.
Issuer:
PIMCO is a leading global investment management firm founded in 1971. It has a strong track record and reputation in the fixed income market, with over $2.2 trillion in assets under management.
Reputation and Reliability:
PIMCO is considered a reliable and reputable firm with a long history of successful investment management.
Management:
PIMCO's investment team has extensive experience and expertise in managing fixed income and alternative investments.
Market Share:
PIMCO ETF Trust is one of the largest fixed income ETF providers, with a significant market share in the sector.
Total Net Assets:
As of August 31, 2023, PIMCO ETF Trust has over $286.5 billion in total net assets.
Moat:
PIMCO ETF Trust has several competitive advantages:
- Experienced Management Team: PIMCO has a deep bench of experienced investment professionals with a proven track record.
- Diverse Investment Strategies: PIMCO offers a wide range of fixed income and alternative investment strategies, allowing investors to tailor their portfolios to their individual needs.
- Strong Brand Recognition: PIMCO is a well-known and respected brand in the investment management industry.
Financial Performance:
PIMCO ETF Trust has historically delivered strong financial performance.
Example Performance Data:
| ETF | 1 Year | 3 Years | 5 Years |
|---|---|---|---|
| PIMCO Enhanced Short Maturity Active ETF (MINT) | 5.01% | 2.67% | 2.25% |
| PIMCO Income Strategy Fund (PIMIX) | 10.55% | 4.56% | 4.21% |
| PIMCO Active Bond ETF (BOND) | 7.23% | 3.12% | 2.89% |
Benchmark Comparison:
PIMCO ETF Trust generally outperforms its benchmark indices. For example, MINT outperformed the Bloomberg US 1-3 Month Treasury Bill Index, and PIMIX outperformed the Bloomberg Barclays US Aggregate Bond Index.
Growth Trajectory:
The fixed income ETF market is expected to continue to grow in the coming years. PIMCO ETF Trust is well-positioned to benefit from this growth.
Liquidity:
PIMCO ETF Trust has high liquidity, with average daily trading volume exceeding $100 million for most ETFs.
Market Dynamics:
The fixed income market is affected by various factors, including economic indicators, interest rates, and inflation. Investors should consider these factors when evaluating PIMCO ETF Trust.
Competitors:
PIMCO ETF Trust's key competitors include iShares, Vanguard, and BlackRock.
Expense Ratio:
The expense ratios for PIMCO ETF Trust range from 0.05% to 0.65%.
Investment approach and strategy:
Strategy: PIMCO ETF Trust offers various strategies, including active management, index tracking, and alternative investments.
Composition: The ETFs invest in a mix of fixed income securities, including government bonds, corporate bonds, mortgage-backed securities, and other assets.
Key Points:
- Strong financial performance
- Diverse investment strategies
- Experienced management team
- High liquidity
- Competitive expense ratios
Risks:
- Market Risk: The value of the ETF's investments may decline due to market fluctuations.
- Interest Rate Risk: Changes in interest rates can affect the value of fixed income investments.
- Credit Risk: The ETF's investments may lose value if the issuer defaults on its obligations.
Who Should Consider Investing:
PIMCO ETF Trust is suitable for investors seeking income, capital appreciation, and diversification in their portfolios. Investors should consider their individual investment goals, risk tolerance, and investment horizon before investing.
Fundamental Rating Based on AI:
8.5 out of 10
PIMCO ETF Trust receives a high rating based on its strong financial performance, experienced management team, diverse investment strategies, and competitive expense ratios. However, investors should be aware of the risks associated with fixed income investing.
Resources and Disclaimers:
This analysis is based on information from PIMCO's website, ETF.com, and Morningstar. Investors should conduct their own research before investing in any ETF.
This information should not be considered investment advice. All investment decisions should be made with the help of a professional financial advisor.
About PIMCO ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests 100% of its total assets in (i) cash, (ii) U.S. government securities, such as U.S. Treasury bills, notes, and other obligations issued by, or guaranteed as to principal and interest by, the U.S. government (including its agencies and instrumentalities), and (iii) repurchase agreements that are collateralized fully by such U.S. government securities or cash.
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