Pimco Investment Grade Etf Profile
| CORP Etf | USD 97.63 0.47 0.48% |
Performance1 of 100
| Odds Of DistressLess than 9
|
PIMCO Investment is selling at 97.63 as of the 30th of November 2024; that is 0.48 percent increase since the beginning of the trading day. The etf's last reported lowest price was 97.51. PIMCO Investment has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for PIMCO Investment Grade are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its total assets in the component securities of the ICE BofA US Corporate Index . Invest Grade is traded on NYSEARCA Exchange in the United States. More on PIMCO Investment Grade
Moving together with PIMCO Etf
| 1.0 | LQD | iShares iBoxx Investment Aggressive Push | PairCorr |
| 0.95 | IGIB | iShares 5 10 | PairCorr |
| 1.0 | USIG | iShares Broad USD | PairCorr |
| 0.99 | SPIB | SPDR Barclays Interm | PairCorr |
| 1.0 | SUSC | iShares ESG USD | PairCorr |
| 1.0 | QLTA | iShares Aaa | PairCorr |
Moving against PIMCO Etf
PIMCO Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [Exemplar Investment Grade Fund ETF units, Pimco Inv Grade Corp Bd Etf] |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, Corporate Bond, PIMCO (View all Sectors) |
| Issuer | PIMCO |
| Inception Date | 2010-09-20 |
| Benchmark | ICE BofA Merrill Lynch US Corporate Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.27 Billion |
| Average Trading Valume | 69,165 |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Pacific Investment Management Company LLC |
| Advisor | Pacific Investment Management Company LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | PIMCO Investments LLC |
| Portfolio Manager | Mohit Mittal, Matthew P. Dorsten |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 1,527 |
| Market Maker | Jane Street |
| Total Expense | 0.23 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 4.35 |
| Name | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund |
| Currency Code | USD |
| Open Figi | BBG001660LJ0 |
| In Threey Volatility | 9.18 |
| 1y Volatility | 6.67 |
| 200 Day M A | 96.2907 |
| 50 Day M A | 97.524 |
| Code | CORP |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
PIMCO Investment Grade [CORP] is traded in USA and was established 2010-09-20. The fund is listed under Corporate Bond category and is part of PIMCO family. The entity is thematically classified as Corporate ETFs. PIMCO Investment Grade currently have 600.16 M in assets under management (AUM). , while the total return for the last 3 years was -1.1%.
Check PIMCO Investment Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PIMCO Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PIMCO Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as PIMCO Investment Grade Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
PIMCO Investment Grade Currency Exposure
PIMCO Investment Grade holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of PIMCO Investment will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in PIMCO Investment Grade.
PIMCO Investment Top Holders
| RLGAX | Riverfront Dynamic Equity | Mutual Fund | Allocation--50% to 70% Equity | |
| RLIIX | Riverfront Dynamic Equity | Mutual Fund | Allocation--50% to 70% Equity | |
| RLGCX | Riverfront Dynamic Equity | Mutual Fund | Allocation--50% to 70% Equity |
PIMCO Investment Grade Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in PIMCO Investment. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.43) |
PIMCO Investment Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in PIMCO Investment Grade. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of PIMCO Investment Grade is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO Investment's value that differs from its market value or its book value, called intrinsic value, which is PIMCO Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO Investment's market value can be influenced by many factors that don't directly affect PIMCO Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.