Exchange Traded Fund (ETF) PIMCO Total Return

Recently trading at a fresh all-time high since inception, PIMCO Total Return (BOND), has made a ton of noise in the ETF world in quickly raising $4.9 billion in assets under management since its March 2012 inception.

The ETF follows an actively managed strategy, targeting investment grade debt securities across a variety of categories in the fixed income markets.

Most recently, the fund has been positioned most heavily in Mortgage backed as well as U.S. Treasury securities, with exposure to a lesser degree in Non-U.S. Developed Markets fixed income securities among its top holdings.

Also of note is the fact that since inception, BOND continues to outperform the PIMCO Total Return mutual fund, which is the more tenured, and enormously successful mutual fund offering. Of course there are no guarantees on future performance and BOND, but the immense asset growth in the ETF and strong showing in a bit over a year since inception is a huge victory thus far for “actively managed ETFs” in our view.

Source:  Paul Weisbruch, Street One Financial

PIMCO Total Return (BOND) is a component of the D2 Capital Management Multi-Asset Income Portfolio and PIMCO Total Return (PTTDX) is a component of many of our  mutual fund portfolios.

The information contained in this article does not constitute a recommendation, solicitation, or offer by D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.

 

The Jacksonville Business Journal has ranked D2 Capital Management in the top 25 of Certified Financial Planners in Jacksonville.  The Firm is also a member of the Financial Planning Association of Northeast Florida.