Pimco Enhanced Low Etf Profile
| LDUR Etf | USD 95.29 0.11 0.12% |
Performance8 of 100
| Odds Of DistressLess than 9
|
PIMCO Enhanced is selling at 95.29 as of the 28th of November 2024; that is 0.12 percent increase since the beginning of the trading day. The etf's lowest day price was 95.21. PIMCO Enhanced has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for PIMCO Enhanced Low are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. More on PIMCO Enhanced Low
Moving together with PIMCO Etf
PIMCO Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Investment Grade ETFs, Short-Term Bond, PIMCO (View all Sectors) |
| Issuer | PIMCO |
| Inception Date | 2014-01-22 |
| Benchmark | Not Applicable |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 847.6 Million |
| Average Trading Valume | 39,035.2 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Investment Grade |
| Market Concentration | Blended Development |
| Region | Global |
| 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 | David Braun, Jerome Schneider, Hozef Arif |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 570 |
| Market Maker | Virtu Financial |
| Total Expense | 0.51 |
| Management Fee | 0.46 |
| Country Name | USA |
| Returns Y T D | 4.52 |
| Name | PIMCO Enhanced Low Duration Active Exchange-Traded Fund |
| Currency Code | USD |
| Open Figi | BBG005VLSHJ9 |
| In Threey Volatility | 2.33 |
| 1y Volatility | 1.87 |
| 200 Day M A | 94.9375 |
| 50 Day M A | 95.3962 |
| Code | LDUR |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
PIMCO Enhanced Low [LDUR] is traded in USA and was established 2014-01-22. The fund is listed under Short-Term Bond category and is part of PIMCO family. The entity is thematically classified as Broad Debt ETFs. PIMCO Enhanced Low now have 1.43 B in assets. , while the total return for the last 3 years was 1.4%.
Check PIMCO Enhanced 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 Enhanced Low 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 Enhanced Low Currency Exposure
PIMCO Enhanced Low 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 Enhanced 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 Enhanced Low.
Top PIMCO Enhanced Low Etf Constituents
| US 5 Year Note (CBT) Dec13 | 4.45364% |
| Thai Union Group Public Company Limited Future Dec 23 | 42.923% |
PIMCO Enhanced Low 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 Enhanced. 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 | 0.0291 | |||
| Jensen Alpha | 0.006 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.88) |
PIMCO Enhanced Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO Enhanced Low. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of PIMCO Enhanced Low 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 Enhanced's value that differs from its market value or its book value, called intrinsic value, which is PIMCO Enhanced'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 Enhanced's market value can be influenced by many factors that don't directly affect PIMCO Enhanced'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 Enhanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO Enhanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO Enhanced'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.