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PIMCO ETF Trust (LONZ)



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Upturn Advisory Summary
08/14/2025: LONZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
PIMCO ETF Trust
ETF Overview
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.
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.
Management Expertise
PIMCO's management team comprises seasoned professionals with extensive experience in fixed income markets, credit analysis, and portfolio management.
Investment Objective
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
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.
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 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.

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