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Upturn AI SWOT - About
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT)
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Upturn Advisory Summary
04/01/2025: EMNT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 13.9% | Avg. Invested days 315 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 17106 | Beta 0.06 | 52 Weeks Range 93.37 - 98.43 | Updated Date 04/1/2025 |
52 Weeks Range 93.37 - 98.43 | Updated Date 04/1/2025 |
Upturn AI SWOT
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
ETF Overview
Overview
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT) is an actively managed ETF focusing on short-term fixed income securities with an ESG (Environmental, Social, Governance) overlay. It aims to provide current income while considering ESG factors in its investment decisions.
Reputation and Reliability
PIMCO is a well-established and reputable fixed income investment manager with a long track record.
Management Expertise
PIMCO has a highly experienced management team specializing in fixed income and active management.
Investment Objective
Goal
Seeks to maximize current income, consistent with prudent risk management and the preservation of capital, while integrating ESG factors into the investment process.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy, selecting securities based on PIMCO's credit research and macroeconomic outlook. It integrates ESG considerations into its investment process.
Composition The ETF primarily holds short-term investment grade fixed income securities, including corporate bonds, government bonds, and mortgage-backed securities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 127000000.0
Competitors
Key Competitors
- MINT
- NEAR
- SHV
Competitive Landscape
The competitive landscape consists of other short-term bond ETFs, some actively managed and some passively tracking indices. EMNT differentiates itself through its active management and ESG integration. PIMCO's expertise gives it an advantage, but passive ETFs may have lower expense ratios.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund data sources. [Performance data to be collected and added]
Benchmark Comparison: The ETF's performance is benchmarked against short-term fixed income indices. [Benchmark performance data to be collected and added]
Expense Ratio: 0.22
Liquidity
Average Trading Volume
EMNT's average trading volume should be checked on a financial data provider to determine liquidity.
Bid-Ask Spread
The bid-ask spread should be checked on a financial data provider for insights into the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads influence EMNT's performance. Sector growth and market sentiment also impact its holdings.
Growth Trajectory
EMNT's growth depends on its ability to attract assets by delivering competitive returns and fulfilling investor demand for ESG-focused fixed income.
Moat and Competitive Advantages
Competitive Edge
EMNT benefits from PIMCO's strong brand reputation, experienced investment team, and established credit research capabilities. Its active management approach allows for flexibility in navigating changing market conditions. The ESG integration caters to a growing segment of investors seeking socially responsible investments. These factors differentiate EMNT from passive or non-ESG-focused competitors.
Risk Analysis
Volatility
EMNT's volatility is expected to be relatively low due to its focus on short-term investment grade securities.
Market Risk
The primary market risks are interest rate risk (sensitivity to changes in interest rates) and credit risk (risk of default by issuers of the bonds). ESG integration also introduces the risk that certain investment opportunities may be excluded based on ESG criteria.
Investor Profile
Ideal Investor Profile
EMNT is suitable for investors seeking current income with low volatility, who prioritize ESG factors in their investments, and who are comfortable with active management.
Market Risk
EMNT is suitable for long-term investors seeking a conservative investment, and for those wanting some ESG exposure. It is less appropriate for active traders due to the generally lower volatility.
Summary
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT) is a short-term fixed income ETF that incorporates ESG factors into its active management strategy. It seeks to provide current income while prioritizing the preservation of capital and responsible investing. PIMCO's expertise provides a competitive advantage. EMNT suits investors seeking a conservative, ESG-aligned fixed income option.
Similar Companies
- NEAR
- SHV
- MINT
- ISTB
- GGOV
Sources and Disclaimers
Data Sources:
- PIMCO official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximated and may vary. Performance data should be validated independently.
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 Enhanced Short Maturity Active ESG Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards. It may avoid investment in the securities of issuers whose business practices with respect to the environment, social responsibility, and governance (ESG practices) are not to PIMCO's satisfaction.
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