Symbol BOND Expense Ratio 0.59% As its name suggests, Pimco Total Return Active is an exchange traded version of Pimco Total Return ( PTTDX ), the flagship of bond powerhouse Pimco
The PIMCO Total Return Exchange-Traded Fund (BOND) is a diversified portfolio of high quality bonds that is actively managed in an effort to maximize return in a risk-controlled framework.
BOND invests primarily in investment grade debt securities, and discloses all portfolio holdings on a daily basis.
The average portfolio duration normally varies within two years (plus or minus) of the benchmark Barclays U.S. Aggregate Index.
The fund offers a core bond strategy that is designed to capitalize on opportunities across multiple sectors of the fixed income market
A solid core bond choice for millions of investors
Since 1987, the fund has focused on maximizing total return potential while protecting principal. That emphasis has helped it deliver attractive returns through the ups and downs of bond market cycles.
Why Invest In This Fund
Quality, diversification, flexibility
The fund emphasizes higher-quality, intermediate-term bonds and aims to avoid concentration risk by being more globally diversified than many core bond funds. It also has considerable flexibility to respond to changing economic conditions, helping to manage risk and increase total return potential.
Strong long-term returns
Since inception, the fund has helped anchor investors' portfolios as a true core bond holding. Its flexibility and risk-focused approach have helped it deliver attractive returns across varying market and interest rate environments.
A risk-focused approach
Unlike funds that simply seek the highest yield, the fund aims to provide investors with a combination of income and capital appreciation potential. It is guided by a forward-looking, risk-focused philosophy that aims to identify risk early while also being positioned to capture attractive returns.