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PHD 
Pioneer Floating Rate Trust (PHD)
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Upturn Advisory Summary
10/14/2025: PHD (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 33% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 121.40M USD | Price to earnings Ratio 7.32 | 1Y Target Price - |
Price to earnings Ratio 7.32 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.35 | 52 Weeks Range 8.25 - 10.05 | Updated Date 06/29/2025 |
52 Weeks Range 8.25 - 10.05 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 9.17% | Basic EPS (TTM) 1.34 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 91.01% | Operating Margin (TTM) 90.55% |
Management Effectiveness
Return on Assets (TTM) 5.26% | Return on Equity (TTM) 13.17% |
Valuation
Trailing PE 7.32 | Forward PE - | Enterprise Value 181240848 | Price to Sales(TTM) 6.64 |
Enterprise Value 181240848 | Price to Sales(TTM) 6.64 | ||
Enterprise Value to Revenue 10.52 | Enterprise Value to EBITDA - | Shares Outstanding 12374900 | Shares Floating - |
Shares Outstanding 12374900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 37.42 |
Upturn AI SWOT
Pioneer Floating Rate Trust
Company Overview
History and Background
Pioneer Floating Rate Trust (PHD) is a closed-end management investment company. It was founded to provide a high level of current income consistent with capital preservation by investing in floating rate loans and other floating rate debt securities.
Core Business Areas
- Investment Management: Manages a portfolio of floating rate debt instruments.
Leadership and Structure
Pioneer Floating Rate Trust is managed by Amundi Asset Management US, Inc. The fund has a board of trustees overseeing its operations.
Top Products and Market Share
Key Offerings
- Floating Rate Loans: Invests primarily in U.S. dollar-denominated floating rate loans. Market share data is not directly available for this specific fund; market share is reflected in asset holdings and distributions. Competitors include other closed-end funds focusing on floating rate debt like Eaton Vance Senior Income Trust (EVF) and BlackRock Floating Rate Income Trust (BGT).
Market Dynamics
Industry Overview
The floating rate loan market is influenced by interest rate environments, credit spreads, and macroeconomic conditions. These loans offer protection against rising interest rates, but are subject to credit risks.
Positioning
PHD positions itself to provide income through a portfolio of floating rate loans and other debt securities. The fund is intended to offer investors exposure to this asset class through a managed portfolio.
Total Addressable Market (TAM)
The TAM for the floating rate loan market is substantial, measured in trillions of dollars. PHD captures a small portion of the market through its net assets.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Active management of floating rate portfolio
- Potential for income generation in rising rate environments
Weaknesses
- Subject to credit risk of underlying loans
- Market volatility can impact NAV
- Closed-end fund structure may trade at a discount to NAV
Opportunities
- Increased demand for floating rate investments during rising rate cycles
- Ability to capitalize on market inefficiencies in the loan market
- Potential for NAV appreciation and income generation
Threats
- Economic downturns leading to increased loan defaults
- Changes in interest rate policy
- Increased competition from other floating rate funds
Competitors and Market Share
Key Competitors
- EVF
- BGT
Competitive Landscape
PHD competes with other closed-end funds focusing on floating rate debt. Its success depends on portfolio management, expense ratios, and distribution yields.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the fund's ability to generate income and manage its portfolio effectively. NAV performance and distribution levels reflect historical growth.
Future Projections: Future growth prospects depend on market conditions, interest rates, and the fund's investment strategy. Analyst estimates are not typically available for individual closed-end funds.
Recent Initiatives: Recent initiatives include portfolio management strategies focused on optimizing income and managing risk.
Summary
Pioneer Floating Rate Trust provides income through a portfolio of floating rate loans. PHD's strength lies in its focus on managing credit risks but market volatility can affect its NAV. It needs to monitor interest rate policies and continue competing with other funds.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Amundi Asset Management US, Inc. (official website)
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and fund performance are 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 Pioneer Floating Rate Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2004-12-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
Pioneer Floating Rate Fund, Inc. is closed ended fixed income mutual fund launched and managed by Pioneer Investment Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in senior secured floating-rate loans. It benchmarks the performance of its portfolio against the Barclays U.S. High Yield Loans Index. Pioneer Floating Rate Fund, Inc. was formed on October 6, 2004 and is domiciled in the United States.
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