Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
LONZ
Upturn stock ratingUpturn stock rating

PIMCO ETF Trust (LONZ)

Upturn stock ratingUpturn stock rating
$50.83
Last Close (24-hour delay)
Profit since last BUY3.12%
upturn advisory
Consider higher Upturn Star rating
BUY since 69 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: LONZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 19.02%
Avg. Invested days 116
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.17
52 Weeks Range 47.26 - 51.29
Updated Date 06/29/2025
52 Weeks Range 47.26 - 51.29
Updated Date 06/29/2025

ai summary icon Upturn AI SWOT

PIMCO ETF Trust

stock logo

ETF Overview

overview logo Overview

PIMCO ETF Trust offers a range of actively managed ETFs, primarily focused on fixed income investments. These ETFs aim to provide diversified exposure to various bond market segments, employing PIMCO's expertise in credit analysis and macroeconomic forecasting. Asset allocation varies depending on the specific ETF within the trust. Their investment strategy is active, seeking to outperform passive benchmarks.

reliability logo Reputation and Reliability

PIMCO is a well-established and reputable investment management firm with a strong track record in fixed income investing. They are known for their research-driven approach and experienced portfolio managers.

reliability logo Management Expertise

PIMCO's management team comprises seasoned professionals with extensive experience in fixed income markets, credit analysis, and portfolio management.

Investment Objective

overview logo Goal

The primary investment goal varies by fund, but generally aims to maximize total return, consistent with prudent investment management, while emphasizing income generation.

Investment Approach and Strategy

Strategy: PIMCO ETFs are actively managed and do not track a specific index. They leverage PIMCO's research and investment process to identify opportunities and manage risk.

Composition The ETFs primarily hold bonds, including government, corporate, and mortgage-backed securities. The specific mix varies depending on the individual ETF's mandate.

Market Position

Market Share: Varies by specific PIMCO ETF; PIMCO holds a significant share of the fixed income ETF market overall.

Total Net Assets (AUM): Data is available through the investment trust's annual and quarterly reports. Must look up based on specific ETF.

Competitors

overview logo Key Competitors

  • iShares Core U.S. Aggregate Bond ETF (AGG)
  • Vanguard Total Bond Market ETF (BND)
  • SPDR Portfolio Aggregate Bond ETF (SPAB)

Competitive Landscape

The fixed income ETF market is highly competitive. PIMCO's active management differentiates it from passive index-tracking ETFs. Advantages include potential for outperformance and risk management. Disadvantages include higher expense ratios and reliance on manager skill.

Financial Performance

Historical Performance: Data on historical performance is available in fund fact sheets and regulatory filings. Historical returns vary from fund to fund.

Benchmark Comparison: Each ETF benchmarks its performance against a relevant fixed income index. Benchmarks vary by fund.

Expense Ratio: The expense ratio for PIMCO ETFs typically ranges from 0.20% to 0.70%, depending on the specific ETF.

Liquidity

Average Trading Volume

Average trading volume varies by fund, with larger ETFs generally exhibiting higher liquidity.

Bid-Ask Spread

Bid-ask spreads are generally tight for larger, more liquid PIMCO ETFs but will widen for more specialized bond ETFs.

Market Dynamics

Market Environment Factors

Interest rate movements, inflation expectations, credit spreads, and macroeconomic conditions all significantly impact PIMCO ETFs.

Growth Trajectory

Growth is influenced by investor demand for fixed income investments, the performance of PIMCO's active strategies, and the introduction of new ETFs.

Moat and Competitive Advantages

Competitive Edge

PIMCO's competitive advantage lies in its active management capabilities, leveraging its global research platform, experienced portfolio managers, and sophisticated risk management processes. This enables the firm to potentially outperform passive benchmarks by identifying undervalued securities and adapting to changing market conditions. Their brand recognition as a leader in fixed income investing also attracts investors. They have experience in various fixed income assets.

Risk Analysis

Volatility

Volatility varies by fund, with higher-yield and longer-duration ETFs generally exhibiting greater volatility.

Market Risk

PIMCO ETFs are exposed to interest rate risk, credit risk, and inflation risk. Specific risks depend on the underlying assets held by each ETF.

Investor Profile

Ideal Investor Profile

Ideal investors are those seeking diversified exposure to fixed income markets with the potential for outperformance through active management.

Market Risk

PIMCO ETFs can be suitable for both long-term investors seeking income and total return and active traders looking to capitalize on market movements.

Summary

PIMCO ETF Trust offers a variety of actively managed fixed income ETFs designed to provide investors with diversified exposure to bond markets. These ETFs leverage PIMCO's expertise in credit analysis and macroeconomic forecasting to potentially outperform passive benchmarks. However, investors should be aware of the higher expense ratios associated with active management and the inherent risks of fixed income investing. They are suited for investors who want access to PIMCO's management expertise and are comfortable with active management strategies.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • PIMCO ETF Trust Website
  • ETF.com
  • Morningstar
  • Company Filings

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 diversified portfolio of Senior Loans, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. The average portfolio duration of the fund will normally vary within one year (plus or minus) of the portfolio duration of the securities comprising the Markit iBoxx USD Liquid Leveraged Loan Index.