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PTLDX

PIMCO Low Duration Fund
1W: -0.1% 1M: -0.6% 3M: -1.0% YTD: -0.3% 1Y: +2.7% 3Y: +12.8% 5Y: +8.2%
$9.24
-0.03 (-0.32%)
 
ETF NASDAQ · AUM $5.4B
ETF-Level Metrics
AUM$5.4B
Holdings
Top 10 Wt—%
Beta0.26
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 1119 107.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 1119 holdings · Page 1 of 23
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 PIMCO FUNDS Private 12.83% $747.1M 76,145,195
2 UNITED STATES GOVT Bond 10.13% $590.1M 590,900,000
3 UMBS PASS THRU POOLS Private 8.32% $484.6M 474,400,000
4 N/A Private 7.73% $450.0M 450,000,000
5 N/A Private 6.60% $384.3M 384,300,000
6 UMBS PASS THRU POOLS Private 5.94% $345.9M 349,000,000
7 UNITED STATES GOVT Bond 2.57% $149.8M 151,300,000
8 BRAZIL GOVT Bond 2.42% $748.7M 801,500,000
9 FNMA PASS THRU POOLS Private 1.74% $101.2M 115,024,036
10 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 2022-H24 Private 1.50% $87.4M 85,797,437
11 FEDERAL HOME LOAN MORTGAGE CORPORATION (FREDDIE MAC) Private 1.38% $80.6M 83,100,000
12 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 2022-H24 Private 1.28% $74.6M 73,308,114
13 FANNIE MAE REMICS 2025-69 Private 1.10% $63.9M 63,596,423
14 N/A Private 1.08% $62.6M 62,600,000
15 FEDERAL HOME LOAN MORTGAGE CORPORATION (FREDDIE MAC) Private 1.07% $62.1M 62,200,000
16 FREDDIE MAC REMICS 5569 Private 0.94% $55.0M 54,913,107
17 UNITED STATES GOVT Bond 0.90% $52.5M 54,114,055
18 FANNIE MAE REMICS 2025-66 Private 0.88% $51.4M 51,153,623
19 UNITED STATES GOVT Bond 0.86% $50.1M 50,000,000
20 FNMA PASS THRU POOLS Private 0.85% $49.4M 49,514,124
21 FREDDIE MAC REMICS 5563 Private 0.84% $49.0M 48,777,028
22 FNMA PASS THRU POOLS Private 0.84% $48.9M 55,553,063
23 UMBS PASS THRU POOLS Private 0.83% $48.4M 51,315,000
24 FNMA PASS THRU POOLS Private 0.80% $46.5M 52,747,016
25 FNMA PASS THRU POOLS Private 0.67% $39.0M 40,474,182
26 FREDDIE MAC REMICS 5478 Private 0.67% $38.8M 38,532,764
27 FREDDIE MAC REMICS 5568 Private 0.66% $38.6M 38,405,014
28 UNITED STATES GOVT Bond 0.62% $36.3M 36,100,000
29 FNMA PASS THRU POOLS Private 0.60% $35.1M 39,935,070
30 FNMA PASS THRU POOLS Private 0.59% $34.6M 37,499,926
31 FNMA PASS THRU POOLS Private 0.56% $32.8M 35,459,004
32 UNITED STATES GOVT Bond 0.55% $32.1M 33,909,900
33 UNITED STATES GOVT Bond 0.55% $31.9M 31,200,000
34 BEIGNET INVESTOR LLC Private 0.50% $29.3M 29,300,000
35 FNMA PASS THRU POOLS Private 0.49% $28.3M 30,607,931
36 FREDDIE MAC REMICS 5515 Private 0.47% $27.5M 27,892,575
37 FHLMC PASS THRU POOLS Private 0.46% $26.6M 26,288,870
38 FHLMC PASS THRU POOLS Private 0.44% $25.6M 24,641,581
39 FNMA PASS THRU POOLS Private 0.44% $25.5M 28,935,590
40 CRSNT TRUST 2021-MOON Private 0.43% $25.2M 25,400,000
41 VOLKSWAGEN GROUP OF AMERICA FINANCE LLC Private 0.40% $23.5M 23,145,000
42 FNMA PASS THRU POOLS Private 0.40% $23.3M 26,448,923
43 DROP MORTGAGE TRUST 2021-FILE Private 0.39% $22.5M 23,100,000
44 AES CORPORATION Private 0.38% $22.3M 22,500,000
45 FNMA PASS THRU POOLS Private 0.38% $22.1M 23,853,783
46 BPCE SA Private 0.35% $20.7M 20,200,000
47 SWEDBANK AB Private 0.35% $20.5M 20,000,000
48 UMBS PASS THRU POOLS Private 0.34% $19.9M 21,125,000
49 MF1 2022-FL9 LLC Private 0.33% $19.3M 19,309,324
50 JP MORGAN CHASE & CO Private 0.33% $19.2M 19,100,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms