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Upturn AI SWOT - About
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU)
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Upturn Advisory Summary
03/27/2025: SMMU (1-star) is a SELL. SELL since 1 days. Profits (0.10%). Updated daily EoD!
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 4.97% | Avg. Invested days 62 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 73790 | Beta 0.33 | 52 Weeks Range 48.29 - 51.69 | Updated Date 03/28/2025 |
52 Weeks Range 48.29 - 51.69 | Updated Date 03/28/2025 |
Upturn AI SWOT
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (ticker: SHTR) seeks to maximize current income, consistent with preservation of capital and liquidity, by investing primarily in short-term U.S. municipal bonds. It employs an active management strategy within the short-term municipal bond market.
Reputation and Reliability
PIMCO is a well-regarded and reliable investment management firm with a long history of managing fixed-income assets.
Management Expertise
PIMCO's management team is highly experienced in fixed-income investing, particularly in the municipal bond market.
Investment Objective
Goal
To maximize current income, consistent with preservation of capital and liquidity.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, focusing on selecting short-term municipal bonds that offer attractive yields while maintaining a focus on credit quality and liquidity.
Composition The ETF primarily holds U.S. municipal bonds with short maturities.
Market Position
Market Share: SHTR's market share in the short-term municipal bond ETF sector is moderate.
Total Net Assets (AUM): 2415638545
Competitors
Key Competitors
- NEAR
- MUB
- SHM
Competitive Landscape
The short-term municipal bond ETF market is competitive. SHTR's active management offers potential for outperformance, but comes with higher expense ratios. Competitors like MUB are passively managed and have lower fees, attracting investors seeking broad market exposure at a lower cost. NEAR focuses on ultra short term municipal bonds. SHM focuses on a maturity range of 1-10 years. SHTR's active approach differentiates it, potentially offering superior risk-adjusted returns.
Financial Performance
Historical Performance: Historical performance data is best obtained directly from financial data providers. Refer to providers such as Yahoo Finance or Bloomberg.
Benchmark Comparison: Benchmark comparison requires specific benchmark selection and historical data, best obtained from financial data providers.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume of SHTR is moderate, which indicates good liquidity.
Bid-Ask Spread
SHTR typically has a tight bid-ask spread, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the overall health of the municipal bond market affect SHTR. Changes in tax policy can also impact the attractiveness of municipal bonds.
Growth Trajectory
SHTR's growth depends on investor demand for short-term municipal bond exposure and PIMCO's ability to deliver competitive returns. Changes in strategy and holdings are actively managed by PIMCO's investment team.
Moat and Competitive Advantages
Competitive Edge
SHTR benefits from PIMCO's established expertise and resources in fixed-income investing. The active management strategy allows for flexibility to adapt to changing market conditions and potentially generate alpha. This active approach can be an advantage in navigating complex municipal bond market dynamics. PIMCO's brand recognition and distribution network also support SHTR's competitiveness.
Risk Analysis
Volatility
SHTR's volatility is generally low, consistent with short-term municipal bond investments.
Market Risk
SHTR faces market risk from interest rate fluctuations and credit risk associated with the municipal bonds it holds.
Investor Profile
Ideal Investor Profile
SHTR is suited for investors seeking tax-exempt income, capital preservation, and low volatility, particularly those in higher tax brackets.
Market Risk
SHTR is suitable for both long-term investors seeking a stable income stream and active traders who may seek to capitalize on short-term market opportunities. It is less suitable for passive index followers.
Summary
SHTR is an actively managed ETF that invests in short-term municipal bonds, seeking to maximize current income while preserving capital. PIMCO's expertise and active management are key differentiators. SHTR is appropriate for investors seeking tax-exempt income and low volatility. However, it comes with a higher expense ratio compared to passively managed alternatives. Economic indicators, interest rate movements, and the health of the municipal bond market influence the ETF's performance.
Similar Companies
- BAB
- HYD
- ITM
- VTEB
- SUB
- FLMB
- MLN
- INSI
Sources and Disclaimers
Data Sources:
- PIMCO
- Yahoo Finance
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance are subject to change. Past performance is not indicative of future results.
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 Short Term Municipal Bond Active Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in a diversified portfolio of debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax (Municipal Bonds). Municipal Bonds generally are issued by or on behalf of states and local governments and their agencies, authorities and other instrumentalities. It may only invest in U.S. dollar-denominated investment grade debt securities, rated Baa or higher.
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