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Upturn AI SWOT - About
PIMCO ETF Trust (PYLD)
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Upturn Advisory Summary
07/11/2025: PYLD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.45% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.11 - 26.52 | Updated Date 06/30/2025 |
52 Weeks Range 24.11 - 26.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
PIMCO ETF Trust
ETF Overview
Overview
PIMCO ETF Trust offers a variety of fixed income ETFs, focusing on diverse bond strategies, including corporate, government, and mortgage-backed securities. Their ETFs aim to provide current income and capital appreciation through active management and strategic sector allocation.
Reputation and Reliability
PIMCO is a well-established and reputable investment management firm with a long track record in fixed income investing. They are known for their expertise and rigorous investment process.
Management Expertise
PIMCO's management team comprises experienced professionals with deep knowledge in fixed income markets, utilizing macroeconomic analysis and bottom-up security selection.
Investment Objective
Goal
To provide current income and capital appreciation.
Investment Approach and Strategy
Strategy: PIMCO ETFs primarily employ active management strategies, aiming to outperform benchmark indexes through sector rotation, duration management, and credit selection.
Composition The assets held typically include a diversified portfolio of bonds, such as U.S. Treasuries, corporate bonds, mortgage-backed securities, and other fixed-income instruments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- AGG
- LQD
- IEF
Competitive Landscape
The fixed income ETF market is highly competitive, with several large players offering similar products. PIMCO ETFs differentiate themselves through active management and specialized strategies. While active management can offer higher returns, it also entails higher fees and risk compared to passively managed ETFs.
Financial Performance
Historical Performance: Historical performance data is specific to each PIMCO ETF and requires individual review. This data should be obtained from reliable financial data providers.
Benchmark Comparison: Benchmark comparison varies depending on the specific PIMCO ETF's strategy. Review the fund's prospectus for its designated benchmark.
Expense Ratio: Expense ratios vary across different PIMCO ETFs. Consult each fund's fact sheet or prospectus.
Liquidity
Average Trading Volume
Average trading volume varies significantly by ETF within the PIMCO ETF Trust. Verify the ETF using reliable financial data providers.
Bid-Ask Spread
The bid-ask spread is fund specific, but generally low due to active market makers.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and credit spreads significantly influence PIMCO ETF Trust, as these factors impact bond valuations and yields.
Growth Trajectory
Growth trends depend on investor demand for fixed-income products, PIMCO's fund performance, and shifts in investment strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
PIMCO's competitive advantage lies in its established reputation, experienced management team, and active management strategies. They are known for their in-depth macroeconomic analysis and rigorous investment process. This approach aims to deliver superior risk-adjusted returns compared to passively managed ETFs. Their specialization in fixed income allows them to navigate complex bond markets effectively.
Risk Analysis
Volatility
Volatility depends on the specific ETF's holdings and strategy. Actively managed bond funds can experience volatility from shifting market dynamics, requiring careful monitoring.
Market Risk
Market risk includes interest rate risk, credit risk, and inflation risk, which can negatively impact bond valuations within PIMCO ETF Trust.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking income, diversification within fixed income, and are comfortable with active management strategies and associated fees.
Market Risk
PIMCO ETFs are suitable for long-term investors and those seeking income generation, rather than short-term trading, considering the higher expense ratios.
Summary
PIMCO ETF Trust offers a range of actively managed fixed-income ETFs designed to provide income and capital appreciation. Their strength lies in their experienced management team and rigorous investment process. However, investors should be aware of the higher expense ratios associated with active management. Overall, PIMCO ETFs can be a good choice for investors seeking specialized fixed-income strategies and are comfortable with the risks of active management. Ultimately, fund performance is tied to the investment decisions of the portfolio managers and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO official website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
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.