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Upturn AI SWOT - About
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR)
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Upturn Advisory Summary
03/24/2025: LDUR (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 10.9% | Avg. Invested days 94 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 57896 | Beta 0.22 | 52 Weeks Range 89.97 - 96.55 | Updated Date 04/2/2025 |
52 Weeks Range 89.97 - 96.55 | Updated Date 04/2/2025 |
Upturn AI SWOT
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is an actively managed ETF that seeks to maximize current income, consistent with preservation of capital and prudent risk management. It invests primarily in a diversified portfolio of investment-grade, U.S. dollar-denominated fixed income securities with an average portfolio duration of one year or less.
Reputation and Reliability
PIMCO is a well-regarded and established investment management firm known for its expertise in fixed income investing.
Management Expertise
PIMCO boasts a deep bench of experienced portfolio managers and analysts specializing in fixed income markets.
Investment Objective
Goal
To maximize current income, consistent with preservation of capital and prudent risk management.
Investment Approach and Strategy
Strategy: Actively managed, focusing on low-duration fixed income securities.
Composition Primarily U.S. dollar-denominated investment-grade fixed income securities with a duration of one year or less.
Market Position
Market Share: LDUR holds a moderate market share within the ultra-short bond ETF category.
Total Net Assets (AUM): 163945786
Competitors
Key Competitors
- MINT
- NEAR
- GSYQ
- JPST
- CLTL
Competitive Landscape
The ultra-short bond ETF market is competitive, with several large players. LDUR's active management may offer potential outperformance but also carries higher fees. Competitors like MINT and JPST offer lower expense ratios and significant scale.
Financial Performance
Historical Performance: Historical performance can be found on PIMCO's website and financial data providers.
Benchmark Comparison: Performance should be compared against the ICE BofA 1-3 Year US Treasury Index.
Expense Ratio: 0.37
Liquidity
Average Trading Volume
The average trading volume for LDUR is moderate, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting relatively efficient trading.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and overall economic conditions influence LDUR's performance.
Growth Trajectory
Growth depends on investor demand for low-duration fixed income strategies and PIMCO's ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
LDUR's competitive advantage lies in PIMCO's active management expertise and access to proprietary research. The fund aims to enhance returns by tactically allocating across different sectors and security types within the short-duration universe. PIMCO's established brand and reputation can also attract investors. However, the higher expense ratio compared to passively managed competitors could be a disadvantage. Overall, the value proposition hinges on PIMCO's ability to generate alpha through active management.
Risk Analysis
Volatility
LDUR exhibits low volatility due to its short duration profile.
Market Risk
Market risk is primarily related to interest rate sensitivity and credit risk within the investment-grade fixed income market.
Investor Profile
Ideal Investor Profile
Conservative investors seeking income and capital preservation, and those looking for a short-term fixed income allocation.
Market Risk
Suitable for long-term investors seeking stable income and capital preservation.
Summary
LDUR is an actively managed, low-duration fixed income ETF from PIMCO. It aims to maximize income while preserving capital by investing in investment-grade, U.S. dollar-denominated securities. Its active management offers potential for outperformance but comes with a higher expense ratio than passive alternatives. It is suitable for conservative investors seeking a short-term fixed income allocation and the fund is subject to interest rate and credit risk, though volatility remains low.
Similar Companies
- BSCN
- GBIL
- SGOV
- SHV
Sources and Disclaimers
Data Sources:
- PIMCO
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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 Low Duration Active 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 at least 80% of its net 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 agreements. It invests primarily in investment grade debt securities, but may invest up to 15% 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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