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Upturn AI SWOT - About
PIMCO Access Income Fund (PAXS)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 2% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (PAI) is a closed-end fund managed by PIMCO, a leading global investment management firm. It seeks to provide current income and capital appreciation by investing in a diversified portfolio of global credit instruments. The fund was established to allow investors access to PIMCO's expertise in managing complex fixed income strategies.
Core Business Areas
- Fixed Income Investments: PAI primarily invests in a diverse range of fixed income securities, including corporate bonds, government bonds, mortgage-backed securities, and other credit instruments. The fund aims to capitalize on PIMCO's global research and expertise to identify attractive investment opportunities across the fixed income spectrum.
- Leverage: The fund employs leverage to enhance returns, which can also increase volatility and risk.
Leadership and Structure
PAI is managed by a team of portfolio managers at PIMCO. PIMCO's overall leadership consists of experienced investment professionals overseeing various asset classes and strategies. Specific portfolio managers are not publicly advertised.
Top Products and Market Share
Key Offerings
- PIMCO Access Income Fund (PAI): PAI is the primary offering, a closed-end fund providing access to a diversified portfolio of fixed income securities. Market share data for individual closed-end funds is less readily available than for mutual funds or ETFs. Competitors include other actively managed fixed income closed-end funds from firms like BlackRock and Eaton Vance.
Market Dynamics
Industry Overview
The market for fixed income investments is vast and highly competitive. It includes government bonds, corporate bonds, mortgage-backed securities, and other credit instruments. Interest rates, economic growth, and inflation expectations are key drivers of market performance.
Positioning
PAI aims to provide a balance of income and capital appreciation by utilizing PIMCO's expertise in fixed income investing. Its competitive advantage lies in its active management and global research capabilities.
Total Addressable Market (TAM)
The global fixed income market is worth trillions of dollars. PAI's positioning within this market involves targeting investors seeking higher income potential from fixed income assets, leveraging PIMCO's asset allocation capabilities.
Upturn SWOT Analysis
Strengths
- Experienced management team at PIMCO
- Diversified portfolio of fixed income securities
- Active management strategy
- Global research capabilities
Weaknesses
- Leverage increases risk
- Closed-end fund structure can lead to trading at a discount to NAV
- Reliance on PIMCO's investment decisions
- Management fees
Opportunities
- Rising interest rates could improve income potential
- Market volatility can create opportunities for active managers
- Increasing demand for income-generating investments
- Expanding into new fixed income sectors
Threats
- Economic downturn could negatively impact credit quality
- Interest rate risk
- Increased competition from passive investment strategies
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- BME
- EHT
- EIC
Competitive Landscape
PAI competes with other actively managed fixed income closed-end funds. Its advantages include PIMCO's brand reputation and expertise in fixed income investing. Disadvantages include higher management fees and potential for leverage.
Growth Trajectory and Initiatives
Historical Growth: The fund's growth is dependent on market conditions and investment performance. Historical growth can be assessed by examining changes in NAV and market price over time.
Future Projections: Future growth projections would be based on analyst estimates and expectations for the fixed income market.
Recent Initiatives: Recent initiatives may include adjusting the portfolio allocation to take advantage of market opportunities or manage risk.
Summary
PIMCO Access Income Fund offers investors a diversified portfolio of fixed income securities managed by a reputable firm. Its strengths include active management and global research capabilities. However, investors should be aware of the risks associated with leverage and the potential for trading at a discount to NAV. Interest rate and credit risk are key factors to monitor.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO Website
- SEC Filings
- Financial News Outlets
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions can change rapidly, 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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