LONZPIMCO Senior Loan Active Exchange-Traded Fund

Diversifier4y track recordRanked #48 of 240 in this goal

Seeks current income, consistent with prudent investment management.

By PIMCO · Launched 2022

Annual Cost

0.63%

#3,215 of 5,573 · average

Fund Size

$535M

#1,517 of 5,573 · large

Return (1Y)Goal

+5.7%

Track Record

4 years

#2,703 of 5,573 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,568+5.7%

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

Asset allocation

Bonds

100.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

2.3%Low

Year-on-year price swings

Max drawdown

-4.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)

1.48Strong risk-adjusted returns

Sortino (3Y)

1.87Good downside protection

Bond profile

Duration

6.6 years

Credit ratings

AAA

1.1%

23.9%

0.8%

BBB

3.2%

38.2%

32.3%

Below B

0.5%

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks current income, consistent with prudent investment management.
Strategy: Invests primarily in a diversified portfolio of Senior Loans, including senior secured floating rate bank loans. May also include collateralized loan obligations and high-yield corporate debt securities, utilizing derivatives for exposure.
Inception date: June 8, 2022
Fund family: PIMCO