LDUR ETF ANALYSIS

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LDUR ETF FUNDAMENTALS
LDUR ETF PERFORMANCE

LDUR ISSUER

PIMCO (Pacific Investment Management Company) is the issuer of the PIMCO Low Duration Active ETF (LDUR). PIMCO, founded in 1971, is a well-established investment management firm renowned for its expertise in fixed-income markets. LDUR, launched with PIMCO's extensive experience, aims to provide investors with exposure to a diversified portfolio of fixed-income instruments with varying maturities, while utilizing strategies to manage duration and generate consistent dividend income.

LDUR DIVIDEND

The PIMCO Low Duration Active ETF (LDUR) aims to generate consistent dividend income for investors while maintaining a relatively short portfolio duration. With a focus on fixed income instruments of varying maturities, LDUR seeks to provide attractive dividend returns by investing in a diversified array of bonds, debt securities, and similar instruments. By strategically managing its investment horizon and emphasizing income-efficient implementation strategies, LDUR aims to deliver a reliable source of dividend income to investors while actively navigating changes in interest rates and market conditions.

LDUR TRACKING

The PIMCO Enhanced Low Duration Active ETF (LDUR) aims to achieve its investment objective by primarily investing in a diversified portfolio of fixed income instruments with varying maturities. These instruments include bonds, debt securities, and similar offerings issued by both U.S. and non-U.S. entities. With a strategic approach focused on minimizing trading volume and emphasizing undervalued asset classes, LDUR seeks to provide consistent income to investors while effectively managing duration and market sensitivity within the fixed income space.

LDUR CORRELATION

The PIMCO Low Duration Active ETF (LDUR) is designed to achieve its investment objective by maintaining a diversified portfolio of fixed-income instruments with varying maturities. LDUR aims to provide consistent income while minimizing sensitivity to changes in interest rates through its focus on shorter-duration securities. This approach leads to a lower correlation with interest rate movements compared to longer-duration bond funds, making LDUR an attractive choice for investors seeking to manage interest rate risk while still aiming for steady income.

LDUR SECTOR

The PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) focuses on the fixed income sector with an emphasis on low duration securities. LDUR seeks to achieve its investment objective by primarily investing in a diversified portfolio of fixed income instruments of varying maturities. With a duration range of one to three years, LDUR aims to provide investors with consistent income while managing interest rate sensitivity. The fund's approach involves strategic, long-term investment strategies that prioritize undervalued asset classes and securities, distinguishing it from other PIMCO-advised funds.

LDUR EXPOSURE

The PIMCO Enhanced Low Duration Active ETF (LDUR) seeks to achieve its investment objective by maintaining at least 80% of its net assets in a diversified portfolio of Fixed Income Instruments with varying maturities. These instruments may include bonds, debt securities, and similar assets issued by both U.S. and non-U.S. public or private entities. With a primary focus on investment grade debt securities, LDUR aims to manage capital gain distributions while generating consistent income through strategic, long-term investment strategies. The ETF's exposure includes an emphasis on maintaining a relatively short portfolio duration of one to three years, which helps mitigate sensitivity to changes in interest rates while offering opportunities for income efficiency.

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