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Upturn AI SWOT - About
PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO)
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Upturn Advisory Summary
10/24/2025: MINO (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 4.94% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 42.04 - 50.27 | Updated Date 06/29/2025 |
52 Weeks Range 42.04 - 50.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) seeks to provide current income exempt from federal income tax, consistent with the preservation of capital. It primarily invests in municipal bonds across the credit spectrum.
Reputation and Reliability
PIMCO is a well-respected and established fixed-income investment manager with a strong track record.
Management Expertise
PIMCO has a deep bench of experienced portfolio managers and analysts specializing in municipal bonds.
Investment Objective
Goal
To seek current income exempt from federal income tax, consistent with capital preservation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on municipal bonds with an emphasis on rigorous credit analysis and duration management.
Composition Primarily municipal bonds, potentially including high yield and investment grade securities.
Market Position
Market Share: Data unavailable to accurately assess market share.
Total Net Assets (AUM): 268467942
Competitors
Key Competitors
- VTEB
- MUB
- HYMB
- ITM
Competitive Landscape
The municipal bond ETF market includes both passive and active strategies. MINO competes with larger, passively managed ETFs like VTEB and MUB, as well as actively managed peers. MINO's active management allows for potentially higher returns but also involves higher fees. It differentiates through PIMCO's credit research and bond selection process.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers. A structured array cannot be generated without access to that information.
Benchmark Comparison: Benchmark comparison data needs to be sourced from financial data providers. A structured array cannot be generated without access to that information.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
MINO's average trading volume reflects moderate liquidity, sufficient for most individual investors.
Bid-Ask Spread
The bid-ask spread for MINO is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and state and local government finances influence MINO's performance. Changes in tax laws also can affect demand for municipal bonds.
Growth Trajectory
MINO's growth depends on investor demand for tax-advantaged income and PIMCO's ability to generate alpha through active management. Its strategy involves dynamic allocation across the municipal bond market.
Moat and Competitive Advantages
Competitive Edge
MINO benefits from PIMCO's established reputation and expertise in fixed-income investing. PIMCO's rigorous credit analysis and active management provide a competitive edge in identifying undervalued municipal bonds. MINO's focus on generating tax-exempt income appeals to investors seeking to minimize their tax burden. The fund leverages PIMCO's global resources and deep understanding of the municipal bond market.
Risk Analysis
Volatility
MINO's volatility is influenced by interest rate sensitivity and credit risk of the underlying municipal bonds.
Market Risk
Specific risks include interest rate risk, credit risk, and liquidity risk, inherent to the municipal bond market. Changes in tax laws could also negatively impact demand.
Investor Profile
Ideal Investor Profile
The ideal investor for MINO is a high-net-worth individual or institution seeking tax-exempt income and diversification within their fixed-income portfolio.
Market Risk
MINO is suitable for long-term investors seeking current income, although active traders may find it useful for tactical allocations to the municipal bond market.
Summary
MINO is an actively managed ETF focused on providing tax-exempt income through investments in municipal bonds. Backed by PIMCO's fixed-income expertise, MINO seeks to outperform passive municipal bond ETFs. Its active management approach involves rigorous credit analysis and duration management. This ETF suits investors seeking tax-advantaged income and willing to pay a higher expense ratio for the potential of outperformance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO ETF Trust Website
- Various Financial Data Providers (FactSet, Bloomberg, etc.) - Data needs to be inserted from here
Disclaimers:
The analysis provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 - PIMCO Municipal Income Opportunities 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 under normal circumstances at least 80% of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax. It may invest up to 30% of its total assets in high yield securities. The average portfolio duration of this fund normally varies within (negative) 2 years to positive 2 years of the portfolio duration of the securities comprising the Bloomberg Municipal Bond Index.
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