Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund(MINT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MINT
10/01/2026: MINT (3-star) is a STRONG-BUY. BUY for 365 days. Simulated Profits (6.59%). Updated daily EoD!
PIMCO Enhanced Short Maturity Active ETF (MINT) provides exposure to a diversified portfolio of short-duration, investment-grade fixed-income securities, managed actively to optimize yield while preserving capital. Its primary strengths include PIMCO’s extensive management expertise, high liquidity, and a reliable track record in the ultra-short bond space. The fund is best used as a cash-management tool or a defensive component in a broader investment portfolio. Key risks include sensitivity to changing interest rate environments and potential credit market volatility, though these are generally mitigated by the high quality of the underlying holdings. MINT is best suited for conservative, income-focused investors who prioritize stability and liquidity over aggressive growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | MINT is designed for capital preservation and income rather than capital appreciation. |
| Momentum investor | Weak fit | This fund lacks the volatility and directional growth potential sought by momentum traders. |
| Value investor | Mixed fit | It offers value as a defensive cash-management tool but does not provide equity-like valuation opportunities. |
| Dividend/Income investor | Strong fit | It provides a steady, monthly income stream derived from short-term debt interest. |
| Low-risk investor | Strong fit | Its short duration and investment-grade focus make it suitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a cash-like vehicle that offers better yields than savings accounts while maintaining high levels of liquidity.
Suitability
MINT is best suited for long-term investors seeking a stable 'parking spot' for excess cash, rather than active traders or those seeking capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The short duration of the underlying assets keeps price fluctuations minimal. |
| Market risk | Medium | Changes in interest rates can impact the market value of the bonds held. |
| Concentration | Low | The fund is highly diversified across many issuers and bond types. |
| Tracking/expense | Low | As an active fund, tracking error is irrelevant, but the expense ratio impacts net yield. |
| Liquidity | Low | The fund holds highly liquid instruments that are easily traded. |
| Business/sector quality | Low | The focus on investment-grade debt minimizes the risk of issuer default. |
Risk Analysis
Volatility
MINT displays very low historical volatility compared to broader bond and equity markets, making it a stable component for income-focused portfolios.
Market Risk
The fund faces risks related to interest rate changes and credit quality fluctuations in its underlying bond holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 45 | These holdings provide the core yield and income component of the portfolio. |
| Fixed-income type | Asset-Backed Securities (ABS) | 30 | ABS add diversification and potential yield enhancement over traditional government securities. |
| Fixed-income type | Commercial Paper and Cash Equivalents | 15 | These highly liquid instruments ensure the fund can meet redemption requests and maintain stability. |
| Fixed-income type | Government/Agency Bonds | 10 | These assets provide a high-quality safety net and reduce overall portfolio credit risk. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.6% | Avg. Invested days 256 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $17.96B |
| Issuer | PIMCO |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 4.18% |
| Inception | Nov 16, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.01% |
| 1 Year | +4.28% |
| 3 Year | +5.08% |
| 5 Year | +3.71% |
| 10 Year | +2.76% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.13% |
| 3Y Volatility | 0.28% |
| 3Y Sharpe Ratio | 2.56 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 35.0% |
Top Holdings
| Holding | Weight |
|---|---|
| US 5 Year Note (CBT) Dec13 | 4.61% |
| Thai Union Group Public Future Dec 23 | 4.12% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.