LONZ 📈 PIMCO Trust - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US72201R6273 • Bank Loan
LONZ: Senior Loans, Futures, Options, Swap Agreements, Derivatives
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in a diversified portfolio of Senior Loans, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. The average portfolio duration of the fund will normally vary within one year (plus or minus) of the portfolio duration of the securities comprising the Markit iBoxx USD Liquid Leveraged Loan Index.
Additional Sources for LONZ ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
LONZ ETF Overview
| Market Cap in USD | 783m |
| Category | Bank Loan |
| TER | 0.62% |
| IPO / Inception | 2022-06-08 |
LONZ ETF Ratings
| Growth 5y | 69.9% |
| Fundamental | - |
| Dividend | 73.4% |
| Rel. Strength Industry | 226 |
| Analysts | - |
| Fair Price Momentum | 53.83 USD |
| Fair Price DCF | - |
LONZ Dividends
| Dividend Yield 12m | 7.74% |
| Yield on Cost 5y | 9.62% |
| Annual Growth 5y | 60.67% |
| Payout Consistency | 100.0% |
LONZ Growth Ratios
| Growth Correlation 3m | 98.6% |
| Growth Correlation 12m | 99.1% |
| Growth Correlation 5y | 99.3% |
| CAGR 5y | 8.92% |
| CAGR/Mean DD 5y | 18.66 |
| Sharpe Ratio 12m | 2.30 |
| Alpha | 2.51 |
| Beta | 0.12 |
| Volatility | 3.46% |
| Current Volume | 74.6k |
| Average Volume 20d | 91.7k |
What is the price of LONZ stocks?
As of December 22, 2024, the stock is trading at USD 51.39 with a total of 74,617 shares traded.
Over the past week, the price has changed by -0.10%, over one month by +0.74%, over three months by +2.73% and over the past year by +9.68%.
As of December 22, 2024, the stock is trading at USD 51.39 with a total of 74,617 shares traded.
Over the past week, the price has changed by -0.10%, over one month by +0.74%, over three months by +2.73% and over the past year by +9.68%.
Is PIMCO Trust a good stock to buy?
Yes. Based on ValueRay Analyses, PIMCO Trust (NYSE ARCA:LONZ) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 69.87 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LONZ as of December 2024 is 53.83. This means that LONZ is currently overvalued and has a potential downside of 4.75%.
Yes. Based on ValueRay Analyses, PIMCO Trust (NYSE ARCA:LONZ) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 69.87 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of LONZ as of December 2024 is 53.83. This means that LONZ is currently overvalued and has a potential downside of 4.75%.
Is LONZ a buy, sell or hold?
PIMCO Trust has no consensus analysts rating.
PIMCO Trust has no consensus analysts rating.
What are the forecast for LONZ stock price target?
According to ValueRays Forecast Model, LONZ PIMCO Trust will be worth about 58.2 in December 2025. The stock is currently trading at 51.39. This means that the stock has a potential upside of +13.25%.
According to ValueRays Forecast Model, LONZ PIMCO Trust will be worth about 58.2 in December 2025. The stock is currently trading at 51.39. This means that the stock has a potential upside of +13.25%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 58.2 | 13.3% |