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Upturn AI SWOT - About
PIMCO Access Income Fund (PAXS)
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Upturn Advisory Summary
10/15/2025: PAXS (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 Stock | Historic Profit 5.82% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 681.75M USD | Price to earnings Ratio 6.56 | 1Y Target Price - |
Price to earnings Ratio 6.56 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.63 - 17.24 | Updated Date 06/29/2025 |
52 Weeks Range 13.63 - 17.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.83% | Basic EPS (TTM) 2.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 6.56 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 6.57 |
Enterprise Value - | Price to Sales(TTM) 6.57 | ||
Enterprise Value to Revenue 10.85 | Enterprise Value to EBITDA - | Shares Outstanding 44970500 | Shares Floating - |
Shares Outstanding 44970500 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 22.18 |
Upturn AI SWOT
PIMCO Access Income Fund
Company Overview
History and Background
PIMCO Access Income Fund is a closed-end fund managed by Pacific Investment Management Company (PIMCO). It aims to provide current income and capital appreciation by investing in a diversified portfolio of global credit instruments. The fund was established to provide investors with access to PIMCO's investment expertise in the credit markets.
Core Business Areas
- Global Credit: Invests in a diversified portfolio of global credit instruments, including corporate bonds, mortgage-backed securities, and emerging market debt.
- Portfolio Management: Actively manages the portfolio to seek attractive risk-adjusted returns and generate consistent income for investors.
- Leverage: Employs leverage to enhance returns, which also increases the risk of loss.
Leadership and Structure
PIMCO is a leading global investment management firm. The fund is managed by experienced portfolio managers within PIMCO, overseen by senior leadership. The fund has a board of directors responsible for governance and oversight.
Top Products and Market Share
Key Offerings
- PAXS Income Fund: PAXS seeks to generate a high current income, consistent with prudent investment management and capital preservation. The market share is dependent on AUM and changes over time. Competitors include other closed-end funds with similar investment objectives such as BlackRock and Nuveen funds.
- Income Strategy: This strategy aims to provide consistent income through strategic allocation across different fixed-income sectors. Market share varies with performance and investor demand. Competitors include similar strategies offered by BlackRock, Fidelity, and Vanguard.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with many funds offering similar investment strategies. The industry is influenced by interest rates, credit spreads, and investor sentiment.
Positioning
PIMCO Access Income Fund leverages PIMCO's expertise in global credit markets to offer investors access to a diversified portfolio. It aims to differentiate itself through active management and a focus on risk-adjusted returns.
Total Addressable Market (TAM)
The total addressable market for fixed-income funds is vast, estimated in trillions of dollars. PIMCO is positioned to capture a significant share of this market due to its brand recognition and investment capabilities.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Experienced investment team
- Diversified portfolio
- Access to PIMCO's global resources
Weaknesses
- Use of leverage
- Sensitivity to interest rate changes
- Dependence on PIMCO's investment performance
- Management fees
Opportunities
- Growing demand for income-generating investments
- Expansion into new markets
- Development of new investment strategies
- Increased adoption of alternative investments
Threats
- Rising interest rates
- Economic recession
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- BKT
- EAD
- UTF
Competitive Landscape
PIMCO Access Income Fund competes with other closed-end funds and fixed-income strategies. Its competitive advantages include PIMCO's brand, investment expertise, and global resources. Disadvantages include management fees and the use of leverage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires specific data on fund AUM and performance. Growth is subject to market conditions.
Future Projections: Future projections depend on analyst estimates and are not available without specific research reports.
Recent Initiatives: Recent initiatives would include any changes in investment strategy or portfolio allocation.
Summary
PIMCO Access Income Fund is a reputable closed-end fund leveraging PIMCO's expertise. Its strengths lie in its brand and experienced team. The fund faces challenges due to its use of leverage and sensitivity to interest rate changes. Future success depends on effective portfolio management and adapting to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO Website
- Financial Data Providers (Bloomberg, Refinitiv, Yahoo Finance)
- Analyst Reports (where available)
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions are subject to change, and 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 Access Income Fund
Exchange NYSE | Headquaters Newport Beach, CA, United States | ||
IPO Launch date 2022-01-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
PIMCO Access Income Fund is close-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. It invests in fixed income markets of global region. The fund primarily invests in corporate debt, mortgage-related and other asset-backed instruments, government and sovereign debt, taxable municipal bonds, floating-rate income-producing securities with varying maturities. It employs fundamental analysis bottom-up and top-down securities picking approach to create its portfolio. PIMCO Access Income Fund is domiciled in the United States.
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