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Upturn AI SWOT - About
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU)
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Upturn Advisory Summary
06/30/2025: SMMU (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 4.83% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.32 | 52 Weeks Range 45.29 - 51.78 | Updated Date 06/29/2025 |
52 Weeks Range 45.29 - 51.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (ticker symbol STMP) seeks to maximize current income exempt from federal income tax, consistent with preservation of capital. It primarily invests in short-term municipal bonds and employs an active management strategy.
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 has a deep bench of experienced portfolio managers and analysts specializing in municipal bonds.
Investment Objective
Goal
To seek to maximize current income, consistent with preservation of capital and liquidity, exempt from federal income tax.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, using PIMCO's research and expertise to identify undervalued municipal bonds.
Composition The ETF primarily invests in short-term municipal bonds, with a focus on investment-grade securities. It may also invest in other fixed income instruments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 153580000
Competitors
Key Competitors
- NEAR
- MUB
- SHM
Competitive Landscape
The competitive landscape consists of various municipal bond ETFs, both actively and passively managed. STMP's active management approach differentiates it, potentially providing higher returns but also comes with higher fees than passively managed funds.
Financial Performance
Historical Performance: Historical performance data is needed to provide accurate insights. Please refer to the fund's factsheet for details.
Benchmark Comparison: Benchmark comparison requires historical performance data and benchmark information, available from fund's factsheet.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume provides enough liquidity for normal trading activities.
Bid-Ask Spread
The bid-ask spread reflects the liquidity and cost of trading the ETF; typically reasonable for this fund.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, as well as the overall health of the municipal bond market, affect STMP.
Growth Trajectory
STMP's growth depends on investor demand for short-term municipal bond exposure and PIMCO's ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
STMP benefits from PIMCO's established reputation, deep research capabilities, and active management expertise in the municipal bond market. The fund's focus on short-term maturities provides a lower duration profile, appealing to investors seeking less interest rate sensitivity. PIMCO's active management aims to outperform passively managed municipal bond ETFs through security selection and strategic positioning. The active management attempts to optimize yield, credit quality, and duration within the short-term municipal market segment. This differentiates it from purely index-tracking funds.
Risk Analysis
Volatility
STMP's volatility is typically lower than that of longer-term bond funds due to its short-term maturity profile.
Market Risk
STMP is subject to interest rate risk, credit risk (though it primarily holds investment-grade bonds), and market liquidity risk.
Investor Profile
Ideal Investor Profile
STMP is suitable for investors seeking tax-exempt income, capital preservation, and lower interest rate sensitivity. It is well-suited for those in higher tax brackets looking to reduce their tax burden.
Market Risk
STMP can be suitable for both long-term investors seeking a stable income stream and active traders who are looking to take advantage of market conditions.
Summary
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (STMP) offers a tax-exempt income stream through investments in short-term municipal bonds. Its active management strategy distinguishes it from passive funds. It is ideal for investors seeking capital preservation and lower interest rate risk. While it carries a higher expense ratio, it benefits from PIMCOu2019s expertise.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data and performance is contingent upon availability. Please consult with a 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 Short Term 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). Municipal Bonds generally are issued by or on behalf of states and local governments and their agencies, authorities and other instrumentalities. It may only invest in U.S. dollar-denominated investment grade debt securities, rated Baa or higher.
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