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LDURPIMCO Enhanced Low Duration Active Exchange-Traded Fund

Get incomeStay safe12y track recordRanked #42 of 364 in this goal

Seeks maximum total return, consistent with preservation of capital and prudent investment management.

By PIMCO · Launched 2014

Annual Cost

0.54%

#2,857 of 5,861 · average

Fund Size

$1.4B

#960 of 5,861 · large

Dividend YieldGoal

4.33%

Track Record

12 years

#1,142 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,292+2.9%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 20.6% of fundwell diversified

UMBS PASS THRU POOLS
6.5%
UMBS PASS THRU POOLS
3.4%
FANNIE MAE REMICS 2023-46
2.5%
UMBS PASS THRU POOLS
2.5%
BMW US CAPITAL LLC
1.4%
GA GLOBAL FUNDING TRUST
0.9%
LLOYDS BANKING GROUP PLC
0.9%
DEUTSCHE BANK AG/NEW YORK BRANCH
0.8%
SAUDI ARABIA GOVT
0.8%
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
0.8%

Asset allocation

Bonds
147.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.6%Low

Year-on-year price swings

Max drawdown
-8.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Bond profile

Credit ratings

US Government
73.5%
AAA
13.2%
AA
60.2%
A
11.3%
BBB
15.0%
BB
0.2%
Below B
0.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks maximum total return, consistent with preservation of capital and prudent investment management.
Strategy
Invests primarily in a diversified portfolio of Fixed Income Instruments of varying maturities, including investment grade debt securities and up to 15% in high yield securities. Aims for maximum total return while managing capital gain distributions and maintaining a consistent level of dividend income.
Inception date
January 22, 2014
Fund family
PIMCO

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Data updated on 2026-08-04