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Upturn AI SWOT - About
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI)
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Upturn Advisory Summary
10/24/2025: MUNI (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 4.01% | Avg. Invested days 43 | 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 0.78 | 52 Weeks Range 49.30 - 51.99 | Updated Date 06/29/2025 |
52 Weeks Range 49.30 - 51.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) seeks to maximize current income, consistent with prudent risk management, by investing primarily in intermediate-term municipal bonds.
Reputation and Reliability
PIMCO is a well-established and reputable investment management firm with a long history of managing fixed-income assets.
Management Expertise
PIMCO's management team possesses extensive experience and expertise in fixed-income investing, including municipal bonds.
Investment Objective
Goal
To maximize current income, consistent with prudent risk management.
Investment Approach and Strategy
Strategy: Actively managed, not designed to track an index.
Composition Primarily invests in U.S. municipal bonds with intermediate maturities.
Market Position
Market Share: Data Unavailable. Market Share varies with fund flows and performance.
Total Net Assets (AUM): 3300000000
Competitors
Key Competitors
- VTEB
- ITM
- HYMB
- SUB
Competitive Landscape
The municipal bond ETF market is competitive, with both actively managed and passively managed funds. MUNI offers active management, which aims to outperform passive benchmarks but comes with higher fees. VTEB is a large, low-cost passive option. Actively managed funds like MUNI may offer an edge during periods of market volatility.
Financial Performance
Historical Performance: Data Unavailable. Please consult the fund's official website or financial data providers for accurate performance data across various timeframes.
Benchmark Comparison: Data Unavailable. Performance comparisons with relevant municipal bond indices (e.g., Bloomberg Municipal Bond Index) would be necessary to assess effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
Average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and creditworthiness of municipal issuers significantly influence MUNI's performance.
Growth Trajectory
MUNI's growth depends on investor demand for municipal bond exposure, active management performance, and prevailing interest rate environment.
Moat and Competitive Advantages
Competitive Edge
MUNI's competitive advantage lies in PIMCO's active management expertise in the municipal bond market. The fund's managers aim to identify undervalued securities and exploit market inefficiencies. This approach allows for potentially higher returns compared to passively managed funds. PIMCO's research capabilities and established relationships within the municipal bond community contribute to its competitive edge.
Risk Analysis
Volatility
MUNI's volatility is generally lower than equity ETFs but higher than money market funds, reflecting the risk associated with fixed-income investments.
Market Risk
MUNI is subject to interest rate risk (rising rates can decrease bond values), credit risk (risk of municipal issuer default), and liquidity risk (difficulty in selling bonds quickly).
Investor Profile
Ideal Investor Profile
MUNI is suitable for investors seeking tax-advantaged income and capital preservation with a moderate risk tolerance.
Market Risk
MUNI is generally best for long-term investors seeking stable income and diversification within a fixed-income portfolio.
Summary
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) is an actively managed ETF focused on providing tax-exempt income through investment in intermediate-term municipal bonds. PIMCO's active management expertise aims to outperform passive strategies, potentially leading to enhanced returns. However, this comes with a higher expense ratio. The ETF's performance is influenced by interest rate movements, credit quality of municipal issuers, and the overall market environment. It is best suited for long-term investors with a moderate risk tolerance seeking tax-advantaged income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Intermediate Municipal Bond Active Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in a diversified portfolio of debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from federal income tax (Municipal Bonds). It may invest 25% or more of its total assets in Municipal Bonds that finance similar projects, such as those relating to education, health care, housing, transportation, and utilities, and 25% or more of its total assets in industrial development bonds.
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.