Skip to Content
Morningstar

PIMCO Investment Grade Corporate Bd ETF CORP

Morningstar Medalist Rating
Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis CORP

Will CORP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CORP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CORP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CORP’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin PIMCO Investment Grade Corporate Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CORP

More CORP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cdx Ig41 5y Ice

3.60 40.2 Mil
Derivative

United States Treasury Notes 1.75%

1.61 18.0 Mil
Government

2 Year Treasury Note Future June 24

1.58 17.7 Mil
Government

United States Treasury Bonds 4.5%

1.35 15.1 Mil
Government

United States Treasury Notes 3.375%

1.17 13.0 Mil
Government

Offset: Cash

1.07 12.0 Mil
Cash and Equivalents

Wells Fargo & Co. 4.897%

0.60 6.7 Mil
Corporate

United States Treasury Notes 2.75%

0.50 5.6 Mil
Government

NatWest Group PLC 4.892%

0.44 4.9 Mil
Corporate

Offset: Unsettled

0.40 4.5 Mil
Cash and Equivalents