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Save view, at the bottom, keeps this one here USHY and LONZ · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%+0.8%+1.0%+4.0%+4.9%+23.3%—+36.8%
Peer average−0.3%+0.6%−1.5%+1.1%+2.0%+24.3%+20.7%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
PIMCO LONZ and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
US DOLLARUs Dollar19.7%PROOFPOINT I1.0%IRB HOLDING 1.0%AI AQUA MERG1.0%OLYMPUS WATE0.9%TRANSDIGM IN0.9%CREEK PARENT0.9%CCBOSZUS6 BA0.8%ALLIANT HOLD0.8%U S RENAL CA0.8%HUB INTERNAT0.8%RAVEN ACQUIS0.7%SCIH SALT HO0.7%BELDEN INC T0.7%MAVIS TIRE E0.7%WPB HOLDCO S0.7%WHATABRANDS 0.7%LC AHAB US B0.7%HUDSON RIVER0.7%NEPTUNE BIDC0.7%LIFEPOINT HE0.7%FRONERI LUX
US DOLLARUs Dollar19.7%PROOFPOINT I1.0%IRB HOLDING 1.0%AI AQUA MERG1.0%OLYMPUS WATE0.9%TRANSDIGM IN0.9%
PIMCO LONZ · 103 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+0.7%
+0.7%
$12.1B
0-5 Year High Yield Corporate Bond
+1.3%
+1.3%
$7.8B
State Street SPDR Bloomberg High Yield Bond
+0.5%
+0.5%
$6.3B
Senior Loan
+3.1%
+3.1%
$5.8B
State Street Blackstone Senior Loan
+3.1%
+3.1%
$5.2B
State Street SPDR Bloomberg Short Term High Yield Bond
+0.6%
+0.6%
$4.3B
Xtrackers USD High Yield Corporate Bond
+0.6%
+0.6%
$3.4B
Xtrackers USD High Yield BB-B ex Financials
+1.4%
+1.4%
$3.0B
VanEck Fallen Angel High Yield Bond
−1.2%
−1.2%
$2.8B
High Yield Bond
+0.6%
+0.6%
$2.7B
First Trust Senior Loan
+2.4%
+2.4%
$2.5B
JPMorgan Active High Yield
+1.1%
+1.1%
$2.3B
Nuveen High Yield Corporate Bond
+1.2%
+1.2%
$1.8B
Fallen Angels USD Bond
−0.7%
−0.7%
$1.7B
High Yield · current AUM · as of Nov 12, 2026
−0.4%
+0.7%
+1.6%
$12.1B
iShares 0-5 Year High Yield Corporate Bond ETF
−0.4%
+1.3%
+2.3%
$7.8B
State Street SPDR Bloomberg High Yield Bond ETF
−0.4%
+0.5%
+1.5%
$6.3B
PIMCO Senior Loan Active Exchange-Traded Fund
−0.1%
+4.0%
+4.9%
$696M
#6 of 92 this year · #104 cheapest of 109 · sorted by assets
LONZ and its peer group · total return · as of Nov 12, 2026
2
PROOFP
Proofpoint 2026 Term Loan B 8.57% 08/30/2030
1.00%
3IRB HOIrb 2025 Term Loan B 6.43% 12/16/20300.98%
4AI AQUAi Aqua Merger Sub 2026 Term Loan B 6.57% 07/05/20330.97%
5OLYMPUOlympus Water Us 2024 Term Loan 7.07% 06/20/20310.95%
6TRANSDTransdigm 2023 Term Loan J 6.43% 02/28/20310.92%
7CREEK Creek Parent 2026 Term Loan B 6.93% 08/12/20330.86%
8CCBOSZCcboszus6 Bank Of America Ccpc Ccboszus6 Bank Of America Ccp 3.48% 12/31/20300.85%
9ALLIANAlliant Holdngs Intrmdiate Llc 2025 Term Loan B 6.43% 09/19/20310.85%
10U S REU S Renal Care 2023 Superpriority Term Loan 9.04% 06/28/20280.83%
PIMCO LONZ · weight in the fund · as of Nov 12, 2026
US DOLLARUs Dollar19.7%PROOFPOINT I1.0%IRB HOLDING 1.0%AI AQUA MERG1.0%OLYMPUS WATE0.9%TRANSDIGM IN
PIMCO LONZ · 103 holdings · top 22 shown · tile size = share of the fund · as of Nov 12, 2026
+1.2 pts
USHY and LONZ · year-to-date · as of Nov 12, 2026 · AUM not scored
LONZAvsBPeer average
1D−0.1%−0.3%
1M+0.8%+0.6%
3M+1.0%−1.5%
YTD+4.0%+1.1%
1Y+4.9%+2.0%
3Y+23.3%+24.3%
5Y[…]+20.7%
5–1LONZ wins
108 High yield peers · each row scaled to its leader
CREEK PARENT0.9%
CCBOSZUS6 BA0.8%
ALLIANT HOLD0.8%
U S RENAL CA0.8%
HUB INTERNAT0.8%
RAVEN ACQUIS
0.9%
CREEK PARENT0.9%
CCBOSZUS6 BA0.8%
ALLIANT HOLD0.8%
U S RENAL CA0.8%
HUB INTERNAT0.8%
RAVEN ACQUIS0.7%
SCIH SALT HO0.7%
BELDEN INC T0.7%
MAVIS TIRE E0.7%
WPB HOLDCO S0.7%
WHATABRANDS 0.7%
LC AHAB US B0.7%
HUDSON RIVER0.7%
NEPTUNE BIDC0.7%
LIFEPOINT HE0.7%
FRONERI LUX
US DOLLARUs Dollar19.7%PROOFPOINT I1.0%IRB HOLDING 1.0%AI AQUA MERG1.0%OLYMPUS WATE0.9%TRANSDIGM IN0.9%CREEK PARENT0.9%CCBOSZUS6 BA0.8%ALLIANT HOLD0.8%U S RENAL CA0.8%HUB INTERNAT0.8%RAVEN ACQUIS