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EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund

Get incomeStay safe6y track recordRanked #59 of 387 in this goal

Seeks maximum current income while preserving capital and daily liquidity, incorporating PIMCO's ESG investment strategy.

By PIMCO · Launched 2019

Annual Cost

0.24%

#1,091 of 6,040 · low cost

Fund Size

$217M

#2,387 of 6,040 · mid-size

Return (1Y)

+3.9%

Track Record

6 years

#2,000 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,389+3.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 23.9% of funddiversified

N/A
9.0%
JAPAN GOVT
3.0%
UNITED STATES GOVT
2.7%
ALEXANDRIA REAL ESTATE EQUITIES INC
1.5%
S&P GLOBAL INC (AKA: MCGRAW HILL FINANCIAL INC)SPGICP
1.5%
CBRE SERVICES INC (AKA: CB RICHARD ELLIS SERVICES INC)CBRE
1.5%
FNMA PASS THRU POOLS
1.4%
GLOBAL PAYMENTS INCGPN
1.2%
AON NORTH AMERICA INC
1.2%
JDE PEETS NV
1.1%

Asset allocation

Bonds
83.9%
Cash
16.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.5%Low

Year-on-year price swings

Max drawdown
-2.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.30Strong risk-adjusted returns
Sortino (3Y)
1.95Good downside protection

Bond profile

Duration

4.2 years

Avg maturity

9.8 years

Credit ratings

US Government
6.8%
AAA
14.4%
AA
32.6%
A
27.1%
BBB
25.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks maximum current income while preserving capital and daily liquidity, incorporating PIMCO's ESG investment strategy.
Strategy
Invests at least 80% of net assets in a diversified portfolio of Fixed Income Instruments of varying maturities, primarily U.S. dollar-denominated investment grade debt securities rated Baa or higher, with an average portfolio duration normally not exceeding one year. Applies PIMCO ESG criteria, excluding issuers principally engaged in alcoholic beverages, tobacco, military equipment, gambling, adult entertainment, oil or coal, and may hold labeled green, sustainability and social bonds.
Inception date
December 10, 2019
Fund family
PIMCO

Next steps

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Data updated on 2026-09-18