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PIMCO Enhanced Low Duration Active ETF LDUR

Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis LDUR

Will LDUR outperform in future?

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

PIMCO Enhanced Low Duration Active ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings LDUR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 75.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

36.79 349.3 Mil
Government

United States Treasury Notes 5%

23.73 225.3 Mil
Government

2 Year Treasury Note Future Mar 24

9.95 94.5 Mil
Government

Federal National Mortgage Association 5%

8.98 85.3 Mil
Securitized

5 Year Treasury Note Future Mar 24

4.36 41.4 Mil
Government

Federal Home Loan Mortgage Corp. 5.52%

1.65 15.7 Mil
Government

AT&T Inc 0%

1.50 14.3 Mil
Cash and Equivalents

UBS Group AG 4.488%

1.24 11.8 Mil
Corporate

Government National Mortgage Association 6.3244%

1.20 11.4 Mil
Securitized

United States Treasury Notes 1.125%

1.19 11.3 Mil
Government