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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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CORP

More CORP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cdx Ig42 5y Ice

11.83 139.0 Mil
Derivative

Cdx Ig41 5y Ice

3.43 40.3 Mil
Derivative

United States Treasury Notes 4.375%

1.83 21.4 Mil
Government

United States Treasury Notes 1.75%

1.58 18.5 Mil
Government

2 Year Treasury Note Future Sept 24

1.52 17.8 Mil
Government

United States Treasury Bonds 4.5%

1.31 15.4 Mil
Government

Ultra 10 Year US Treasury Note Future Sept 24

1.24 14.6 Mil
Government

Offset: Cash

1.23 14.4 Mil
Cash and Equivalents

United States Treasury Notes 4%

1.18 13.9 Mil
Government

United States Treasury Notes 3.375%

1.14 13.4 Mil
Government