Morningstar

PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR

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

Morningstar’s Analysis LDUR

Will LDUR outperform in the 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 LDUR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LDUR 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 LDUR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO Enhanced Low Duration Active ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LDUR

More LDUR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 107.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 26

79.73 1B
Government

3 Month SOFR Future Dec 27

24.57 336M
Government

5 Year Treasury Note Future Sept 26

20.31 277M
Government

30 Day Federal Funds Future Aug 26

14.45 197M
Government

Federal National Mortgage Association 5%

6.57 90M
Securitized

Federal National Mortgage Association 5.5%

3.90 53M
Securitized

Federal National Mortgage Association 4.9278%

2.28 31M
Securitized

Equifax Inc. 0%

1.49 20M
Cash and Equivalents

BMW US Capital, LLC 4.4245%

1.47 20M
Corporate

VW Credit, Inc. 0%

1.17 16M
Cash and Equivalents

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