LONZ

PIMCO$49.23-0.04 (-0.07%)
AUM $534.7MER 0.73%NAV $49.28Holdings 103

Price Chart

Key Statistics

Previous Close

$49.27

Day Range

$49.15$49.43

52-Week Range

$48.94$51.11

Avg Volume

113.8K

Dividend Yield

7.81%

Expense Ratio

0.73%

AUM

$534.7M

Shares Outstanding

12.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other97.73%
United States2.27%

Fund Information

Issuer
PIMCO
Inception Date
Jun 8, 2022
Exchange
NYSE_ARCA
Description
The Fund seeks current income, consistent with prudent investment management.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$394.40B
AGGiShares Core U.S. Aggregate Bond ETF$139.08B
BNDXVanguard Total International Bond ETF$122.00B
SGOViShares 0-3 Month Treasury Bond ETF$95.95B
VTIPVanguard Short-Term Inflation-Protected Securities ETF$70.50B

The PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) is an exchange-traded fund issued by PIMCO that launched on Jun 8, 2022. It currently manages $534.7M in assets under management. The fund charges an expense ratio of 0.73%. The fund holds 103 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 37.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1US DOLLAR27.19%155,440,986$155.4M
2CCBOSZUS6 BANK OF AMERICA CCPC CCBOSZUS6 BANK OF AMERICA CCP 3.23% 12/31/20301.46%83,200$8.3M
3SCIH SALT HOLDINGS INC 2025 REPRICED TERM LOAN B 6.35% 01/31/20291.27%72,185$7.2M
4JANE STREET GROUP LLC 2024 TERM LOAN B1 5.67% 12/15/20311.25%72,133$7.2M
5IRB HOLDING CORP 2025 TERM LOAN B 6.11% 12/16/20301.19%67,689$6.8M
6BEIGNET INVESTOR LLC SR SECURED 144A 05/49 6.581 6.58% 05/30/20491.06%58,937$6.0M
7BAUSCH + LOMB CORPORATION 2025 REPRICED TERM LOAN 7.37% 01/15/20311.00%57,038$5.7M
8WHATABRANDS LLC 2024 1ST LIEN TERM LOAN B 6.12% 08/03/20280.98%56,280$5.6M
9AI AQUA MERGER SUB INC 2026 REPRICED TERM LOAN B 6.16% 07/31/20280.94%53,458$5.4M
10BELDEN INC TERM LOAN 06/11/20330.88%50,000$5.0M
11MAVIS TIRE EXPRESS SERV CORP 2025 REPRICED TERM LOAN 6.67% 05/04/20280.87%49,594$5.0M
12LIFEPOINT HEALTH INC 2024 1ST LIEN TERM LOAN B 7.42% 05/19/20310.85%49,410$4.9M
13ALLIANT HOLDNGS INTRMDIATE LLC 2025 TERM LOAN B 6.12% 09/19/20310.85%49,200$4.9M
14LC AHAB US BIDCO LLC TERM LOAN B 6.12% 05/01/20310.85%48,464$4.9M
15OLYMPUS WATER US HOLDING CORP 2024 USD TERM LOAN 6.70% 06/20/20310.82%46,632$4.7M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.07%
1W
-0.01%
1M
-0.65%
3M
+0.28%
6M
-2.93%
YTD
-2.01%
1Y
-3.24%
3Y
-0.80%
5Y
-1.46%

Moving Averages

20-Day MA

$49.29

Below 20-Day MA
50-Day MA

$49.46

Below 50-Day MA
200-Day MA

$50.06

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.11

Current Price

$49.23

52-Week Low

$48.94

$48.94$51.11

Current Yield

7.81%

Annual Dividend

$1.4900

Frequency

12x/year

Last Ex-Date

Jun 1, 2026

Dividend History

Ex-DateAmountPay Date
Jun 1, 2026$0.3500Jun 3, 2026
May 1, 2026$0.3800May 5, 2026
Apr 1, 2026$0.3800Apr 3, 2026
Mar 2, 2026$0.3800Mar 4, 2026
Feb 2, 2026$0.3800Feb 4, 2026
Dec 31, 2025$0.3900Jan 5, 2026
Dec 30, 2025$0.1300Jan 2, 2026
Dec 1, 2025$0.3900Dec 3, 2025
Nov 3, 2025$0.3900Nov 5, 2025
Oct 1, 2025$0.3500Oct 3, 2025
Sep 2, 2025$0.3200Sep 4, 2025
Aug 1, 2025$0.3000Aug 5, 2025
Jul 1, 2025$0.2600Jul 3, 2025
Jun 2, 2025$0.2800Jun 4, 2025
May 1, 2025$0.2300May 5, 2025
Apr 1, 2025$0.1800Apr 3, 2025
Mar 3, 2025$0.2000Mar 5, 2025
Feb 3, 2025$0.2900Feb 5, 2025
Dec 31, 2024$0.4500Jan 3, 2025
Dec 2, 2024$0.3700Dec 4, 2024

Dividend Payments Over Time

Category Comparison

MetricLONZCash & Others(1016 ETFs)Floating Rate(59 ETFs)
Fund Info
Expense Ratio0.73%0.59%0.50%
AUM$534.7M$2.74B$2.12B
Dividend Yield7.81%9.45%7.30%
Avg Volume113.8K2.1M656.2K
Holdings103337216
Performance
1-Month Return+0.36%-0.63%+0.16%
6-Month Return-1.46%+0.69%-0.94%
YTD Return-1.97%+1.32%-0.70%
1-Year Return-2.45%-1.55%-0.89%

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