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Upturn AI SWOT - About
PIMCO Active Bond Exchange-Traded Fund (BOND)
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Upturn Advisory Summary
10/17/2025: BOND (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.
Analysis of Past Performance
Type ETF | Historic Profit 9.58% | Avg. Invested days 55 | 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 10/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 86.23 - 92.65 | Updated Date 06/30/2025 |
52 Weeks Range 86.23 - 92.65 | Updated Date 06/30/2025 |
Upturn AI SWOT
PIMCO Active Bond Exchange-Traded Fund
ETF Overview
Overview
PIMCO Active Bond ETF (BOND) is an actively managed fixed income ETF that seeks to maximize total return, consistent with prudent investment management. It invests primarily in investment-grade U.S. dollar-denominated fixed income securities.
Reputation and Reliability
PIMCO is a well-regarded and established investment management firm known for its expertise in fixed income investing.
Management Expertise
PIMCO has a team of experienced portfolio managers with a deep understanding of the fixed income market.
Investment Objective
Goal
To maximize total return, consistent with prudent investment management.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; rather, it is actively managed, allowing the portfolio managers to adjust the portfolio based on their market outlook.
Composition The ETF primarily holds investment-grade U.S. dollar-denominated fixed income securities, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 2919692032
Competitors
Key Competitors
- AGG
- LQD
- IEF
- TLT
Competitive Landscape
The fixed income ETF market is highly competitive. BOND's active management aims to outperform passive index-tracking funds like AGG, but comes with higher expenses and the risk of underperformance. BOND benefits from PIMCO's expertise, offering potentially higher returns but carries active management risk. Lower cost alternatives like AGG offer broader exposure.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: Performance should be compared to a broad market bond index such as the Bloomberg Barclays U.S. Aggregate Bond Index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
BOND exhibits good liquidity due to its large AUM and popularity among investors.
Bid-Ask Spread
BOND typically has a tight bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth influence the performance of BOND. Changes in the Federal Reserve's monetary policy have a significant impact.
Growth Trajectory
BOND's growth depends on its ability to deliver competitive returns compared to its benchmark and peers, alongside PIMCO's fund-raising efforts and changes in its strategy based on market conditions.
Moat and Competitive Advantages
Competitive Edge
BOND's competitive advantage lies in PIMCO's active management expertise and resources dedicated to fixed income investing. It offers investors the potential for higher returns through active security selection and duration management. PIMCO's deep research capabilities allow BOND to identify undervalued securities and capitalize on market inefficiencies. The fund benefits from PIMCO's established reputation and brand recognition within the fixed income market.
Risk Analysis
Volatility
BOND's volatility is generally lower than equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
The primary market risk is interest rate risk, where rising interest rates can negatively impact bond prices. Additionally, credit risk is present, reflecting the potential for issuers to default on their debt obligations.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income and capital appreciation within a diversified portfolio and comfortable with active management and its associated risks.
Market Risk
BOND is suitable for long-term investors seeking income and a potentially higher total return than passive bond ETFs.
Summary
PIMCO Active Bond ETF (BOND) is an actively managed fixed income ETF offering potential for higher returns through PIMCO's expertise. It invests in investment-grade U.S. dollar-denominated bonds, seeking to outperform passive benchmarks. While offering potential benefits, it comes with higher expenses and the inherent risk of active management. Investors should consider their risk tolerance and investment goals before investing in BOND.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO, Bloomberg, 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. Investing in ETFs involves risk, including the potential loss of principal.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.