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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
08/14/2025: MINO (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.33% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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) is an actively managed ETF focused on providing current income exempt from U.S. federal income tax by investing primarily in municipal bonds.
Reputation and Reliability
PIMCO is a well-established and reputable global investment management firm known for its expertise in fixed income investing.
Management Expertise
PIMCO has a highly experienced team of portfolio managers and analysts specializing in municipal bond markets.
Investment Objective
Goal
Seeks to provide current income exempt from U.S. federal income tax.
Investment Approach and Strategy
Strategy: Actively managed, investing primarily in a diversified portfolio of municipal bonds.
Composition Primarily municipal bonds, with potential allocations to other related instruments.
Market Position
Market Share: MINOu2019s market share is relatively small compared to larger, passively managed municipal bond ETFs.
Total Net Assets (AUM): 142414800
Competitors
Key Competitors
- VTEB
- MUB
- HYMB
- ITM
- SUB
Competitive Landscape
The municipal bond ETF market is dominated by large, passively managed ETFs like VTEB and MUB. MINO differentiates itself through active management, which aims to outperform passive benchmarks by selecting specific bonds and adjusting portfolio duration. However, active management comes with higher expense ratios, which may be a disadvantage against lower-cost passive competitors.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. Itu2019s crucial to review MINOu2019s performance over various time horizons.
Benchmark Comparison: Comparing MINO's performance against a relevant municipal bond index (e.g., S&P Municipal Bond Index) helps assess the value of its active management.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
MINO exhibits average trading volume typical for its asset size, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally moderate, indicating manageable transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and tax policy changes significantly influence the municipal bond market and, consequently, MINO's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to consistently deliver competitive returns relative to passive municipal bond ETFs and investor demand for tax-advantaged income.
Moat and Competitive Advantages
Competitive Edge
MINO's primary competitive advantage lies in PIMCO's active management expertise in the municipal bond market. This allows for strategic bond selection and duration management to potentially outperform passive indices. PIMCO's established reputation and resources further enhance its ability to navigate market fluctuations. This differentiation aims to provide superior risk-adjusted returns for investors seeking tax-exempt income.
Risk Analysis
Volatility
MINO's volatility is generally moderate, reflecting the inherent stability of the municipal bond market; however, it can be affected by interest rate changes and credit risk of the underlying bonds.
Market Risk
Market risk primarily stems from interest rate risk (rising rates can decrease bond values), credit risk (potential for bond defaults), and liquidity risk (difficulty in selling bonds quickly at desired prices).
Investor Profile
Ideal Investor Profile
MINO is suitable for investors seeking tax-exempt income, particularly those in higher tax brackets, and who are comfortable with the risks associated with fixed income investments.
Market Risk
MINO can be suitable for both long-term investors seeking steady income and those employing tactical allocation strategies within the fixed income market.
Summary
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (MINO) is an actively managed ETF focusing on tax-exempt income through municipal bond investments. PIMCO's expertise in fixed income and active management strategy aims to outperform passive benchmarks in the municipal bond sector. MINO appeals to high-tax-bracket investors looking for tax-advantaged income, but it comes with higher expense ratios compared to passively managed funds. Investors should carefully consider interest rate risk, credit risk, and the cost of active management before investing in MINO.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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 - 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.
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.