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Upturn AI SWOT - About
PIMCO ETF Trust (PYLD)
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Upturn Advisory Summary
03/27/2025: PYLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 10.64% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1947926 | Beta - | 52 Weeks Range 23.76 - 26.44 | Updated Date 03/27/2025 |
52 Weeks Range 23.76 - 26.44 | Updated Date 03/27/2025 |
Upturn AI SWOT
PIMCO ETF Trust
ETF Overview
Overview
PIMCO ETF Trust encompasses a range of actively managed fixed income ETFs, seeking to provide income and capital appreciation. These ETFs typically focus on various segments of the fixed income market, including corporate bonds, government bonds, and mortgage-backed securities.
Reputation and Reliability
PIMCO is a well-established and reputable asset management firm specializing in fixed income investments.
Management Expertise
PIMCO has a highly experienced management team with deep expertise in fixed income markets and active portfolio management.
Investment Objective
Goal
The primary goal is to provide current income and, secondarily, capital appreciation by actively managing a portfolio of fixed income securities.
Investment Approach and Strategy
Strategy: PIMCO ETFs are actively managed, aiming to outperform benchmark indices through strategic asset allocation and security selection.
Composition The ETFs hold a diversified portfolio of fixed income securities, including government bonds, corporate bonds, mortgage-backed securities, and other debt instruments.
Market Position
Market Share: PIMCO has a significant market share in the actively managed fixed income ETF space.
Total Net Assets (AUM): 35000000000
Competitors
Key Competitors
- AGG
- LQD
- BND
- IEF
Competitive Landscape
The competitive landscape is crowded with both passive and active fixed income ETFs. PIMCO's active management approach distinguishes it, but its fees are typically higher. Competitors like AGG and BND offer broad market exposure at lower expense ratios, while LQD focuses on investment-grade corporate bonds.
Financial Performance
Historical Performance: Historical performance varies depending on the specific PIMCO ETF. It is crucial to review the specific fund's performance data.
Benchmark Comparison: Performance is typically compared against relevant fixed income indices, such as the Bloomberg Barclays U.S. Aggregate Bond Index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
Liquidity varies widely depending on the specific PIMCO ETF, with larger funds exhibiting higher trading volumes.
Bid-Ask Spread
Bid-ask spreads depend on the specific ETF and market conditions, and are generally tighter for larger, more liquid funds.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and credit spreads significantly impact PIMCO ETF Trust's performance.
Growth Trajectory
Growth depends on investor demand for active fixed income management and PIMCO's ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
PIMCO's competitive edge lies in its active management expertise and global fixed income research capabilities. They leverage their deep understanding of macroeconomic trends and credit analysis to identify undervalued securities and optimize portfolio positioning. Their active management seeks to provide higher returns compared to passive index-tracking ETFs. The firm's reputation and brand recognition also contribute to its competitive advantage.
Risk Analysis
Volatility
Volatility varies based on the specific ETF's underlying assets and investment strategy.
Market Risk
Market risks include interest rate risk, credit risk, and liquidity risk, which can affect the value of the underlying fixed income securities.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income and potential capital appreciation through active fixed income management.
Market Risk
PIMCO ETF Trust is suitable for investors who understand and accept the risks of active management and are willing to pay a higher expense ratio for potential outperformance.
Summary
PIMCO ETF Trust provides actively managed fixed income solutions, offering investors the potential for income and capital appreciation. Its performance relies on PIMCO's active management strategies and deep expertise. It offers a wide range of ETFs targeting different segments of the bond market. Investors should carefully consider the expense ratio and potential for active management to outperform passive alternatives. Careful consideration of each ETF's investment strategy, risk, and historical performance before investing is necessary.
Similar Companies
- AGG
- BND
- LQD
- IEF
- VCSH
Sources and Disclaimers
Data Sources:
- PIMCO's Official Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 ETF Trust
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 assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
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