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LONZ
-0.30 · -0.58%
$50.36 · NYSE ARCA

PIMCO ETF Trust (LONZ) ETF Analysis | Bank Loan

PIMCO · USA
AUM:$470.7M
#– of – in Bank Loan ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.62% — moderate cost. Consider how fees compound over long holding periods.

What is LONZ?

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.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
LONZ returned 5.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.62%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 1.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$470.7M
Expense Ratio0.62%
Dividend Yield7.36%
Holdings1
Inception DateJun 2022
Domicile–
Distribution–
Index–
ProviderPIMCO
Beta0.17
CategoryBank Loan
CurrencyUSD
Portfolio Impact

How would LONZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.8%
1Y
+3.0%
3Y
+21.3%
5Y
+32.7%
OpenBook InsightIf you had invested £10,000 in LONZ 5 years ago, it would have grown to £13,268 — a gain of £3,268.

Annual Returns

Calendar year performance

LONZ delivered positive returns in 5 of the last 5 calendar years.
YearLONZ
2026 YTD+0.5%
2025+5.9%
2024+9.4%
2023+12.3%
2022+0.8%
CAGR 4yr+7.0%
5/5 positive yearsAvg return: +5.8%Worst year: +0.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.1%
Low
Momentum
+0.4%
30-day change
Support Level
49.02
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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