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Upturn AI SWOT - About
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 12.45% | Avg. Invested days 131 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.21 | 52 Weeks Range 90.08 - 95.85 | Updated Date 06/30/2025 |
52 Weeks Range 90.08 - 95.85 | Updated Date 06/30/2025 |
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 while maintaining a low duration profile, primarily investing in investment-grade debt securities. It aims to outperform traditional money market funds with slightly higher risk.
Reputation and Reliability
PIMCO is a well-established and reputable fixed-income investment manager with a long track record.
Management Expertise
PIMCO's management team is highly experienced in fixed-income investing and active portfolio management.
Investment Objective
Goal
To maximize current income consistent with low duration.
Investment Approach and Strategy
Strategy: Actively managed, focusing on high-quality, short-term debt securities and derivatives strategies to manage interest rate risk.
Composition Primarily invests in investment-grade corporate bonds, government securities, and mortgage-backed securities.
Market Position
Market Share: LDURu2019s market share in the ultra-short bond ETF sector is moderate and competitive.
Total Net Assets (AUM): 3890000000
Competitors
Key Competitors
- BIL
- MINT
- JPST
- NEAR
Competitive Landscape
The ultra-short bond ETF market is competitive, with several large players. LDUR differentiates itself through active management seeking to enhance returns, but this comes with potentially higher expenses and risks compared to passively managed ETFs. Its advantage is PIMCO's fixed-income expertise; a disadvantage is potential underperformance compared to its benchmark or peers.
Financial Performance
Historical Performance: LDUR's historical performance varies, with returns influenced by interest rate movements and PIMCO's active management decisions.
Benchmark Comparison: LDUR aims to outperform its benchmark, which is typically a short-term fixed income index, but performance may vary.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
LDUR exhibits good liquidity with a generally high average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
LDUR generally has a tight bid-ask spread, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and overall economic conditions influence LDUR's performance. Lower rates generally increase the fund's value while higher rates can reduce value.
Growth Trajectory
LDUR's growth is closely tied to demand for short-duration fixed income products, which may increase during periods of rising interest rates or economic uncertainty. Active management strategy can change to take advantage of market changes.
Moat and Competitive Advantages
Competitive Edge
LDUR benefits from PIMCO's strong brand recognition and expertise in fixed-income management. Its active management strategy seeks to generate alpha by tactically allocating assets within the short-duration space. Furthermore, LDUR's experienced management team gives it a competitive advantage over passively managed funds. The fund's focus on high-quality securities also differentiates it from ETFs that take on higher credit risk.
Risk Analysis
Volatility
LDUR exhibits lower volatility compared to longer-duration fixed-income ETFs due to its focus on short-term securities.
Market Risk
LDUR is exposed to interest rate risk (though mitigated by its low duration), credit risk (though primarily investment-grade), and potential underperformance due to active management decisions.
Investor Profile
Ideal Investor Profile
LDUR is suitable for investors seeking current income while minimizing interest rate risk and who want the potential for alpha through active management.
Market Risk
LDUR is suitable for both long-term investors seeking a stable income stream and active traders who believe in PIMCO's ability to generate alpha.
Summary
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) is an actively managed ETF designed to provide current income with a low duration profile. The fund aims to outperform traditional money market funds by investing in short-term, high-quality debt securities. Its active management, backed by PIMCO's expertise, differentiates it from passive alternatives. Investors should consider interest rate risks and active management risks when evaluating LDUR.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO.com
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and professional advice.
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.
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.