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Upturn AI SWOT - About
PIMCO Active Bond Exchange-Traded Fund (BOND)
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Upturn Advisory Summary
01/14/2025: BOND (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.84% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/14/2025 |
Key Highlights
Volume (30-day avg) 287180 | Beta 1.02 | 52 Weeks Range 84.87 - 93.06 | Updated Date 04/2/2025 |
52 Weeks Range 84.87 - 93.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
PIMCO Active Bond Exchange-Traded Fund
ETF Overview
Overview
PIMCO Active Bond Exchange-Traded Fund (BOND) is an actively managed ETF that seeks to maximize total return, consistent with prudent investment management. It focuses on a wide array of global fixed income securities, employing PIMCO's macroeconomic and sector allocation strategies.
Reputation and Reliability
PIMCO is a well-respected and established fixed income investment manager with a strong track record.
Management Expertise
PIMCO has a highly experienced and skilled management team specializing in fixed income investments.
Investment Objective
Goal
To maximize total return, consistent with prudent investment management.
Investment Approach and Strategy
Strategy: The ETF utilizes an active management strategy to identify and capitalize on investment opportunities across the global fixed income market.
Composition The ETF holds a diversified portfolio of bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: BOND's market share varies based on specific sector classification but is significant among actively managed bond ETFs.
Total Net Assets (AUM): 2930000000
Competitors
Key Competitors
- AGG
- LQD
- BSV
- IEF
Competitive Landscape
The ETF market is highly competitive. BOND's active management aims to outperform passive benchmarks like AGG, but this involves higher fees and potential underperformance. BOND benefits from PIMCO's research and expertise in fixed income but faces the challenge of consistently delivering superior returns.
Financial Performance
Historical Performance: Historical performance can be found in the fact sheet: ["https://www.pimco.com/en-us/products/pimco-active-bond-etf"]
Benchmark Comparison: Benchmark comparisons can be found in the fact sheet: ["https://www.pimco.com/en-us/products/pimco-active-bond-etf"]
Expense Ratio: 0.57
Liquidity
Average Trading Volume
The average trading volume for BOND provides reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for BOND is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and global economic conditions significantly impact BOND's performance.
Growth Trajectory
BOND's growth trajectory depends on its ability to generate consistent returns and attract investor capital in a changing interest rate environment.
Moat and Competitive Advantages
Competitive Edge
BOND's competitive advantages include PIMCO's renowned expertise in fixed income, its global research capabilities, and its active management approach. This allows the fund to potentially capitalize on market inefficiencies and generate higher returns than passive strategies. PIMCO's extensive network of analysts and portfolio managers provides a significant informational advantage. However, success depends on the fund's ability to accurately forecast market trends and effectively allocate capital.
Risk Analysis
Volatility
BOND's volatility is dependent on the underlying bond market and PIMCO's investment decisions.
Market Risk
BOND is subject to interest rate risk, credit risk, and inflation risk, which can affect the value of its holdings.
Investor Profile
Ideal Investor Profile
BOND is suitable for investors seeking income and capital appreciation from a diversified portfolio of bonds.
Market Risk
BOND is suitable for investors with a moderate risk tolerance who are comfortable with active management and its associated fees.
Summary
PIMCO Active Bond ETF (BOND) is an actively managed fixed income ETF that offers investors access to PIMCO's expertise and global research capabilities. It aims to maximize total return through a diversified portfolio of bonds, making it suitable for investors seeking income and capital appreciation. However, its active management approach results in higher fees, and performance is dependent on PIMCO's ability to generate alpha. Investors should consider their risk tolerance and investment goals before investing.
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Sources and Disclaimers
Data Sources:
- PIMCO
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share estimates are approximate and may vary depending on the source and methodology.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PIMCO Active Bond Exchange-Traded Fund
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreement. It invests primarily in investment grade debt securities, but may invest up to 30% of its total assets in high yield securities, as rated by Moody's, S&P or Fitch, or, if unrated, as determined by PIMCO.
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