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Morningstar

PIMCO Sr Ln Actv ETF LONZ

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

Morningstar’s Analysis LONZ

Will LONZ 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 LONZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

PIMCO Sr Ln Actv ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LONZ

More LONZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U S Treasury Repo

16.00 55.7 Mil
Cash and Equivalents

U S Treasury Repo

15.66 54.5 Mil
Cash and Equivalents

Trs Ibxxlltr/Sofrindx 09/20/24 Bps

8.35 29.0 Mil
—

Trs Ibxxlltr/Sofrindx 09/20/24 Jpm

4.25 14.8 Mil
—

Trs Ibxxlltr/Sofrindx 09/20/24 Jpm

3.50 12.2 Mil
—

U S Treasury Repo

2.21 7.7 Mil
Cash and Equivalents

MEDLINE TL B TSFR3M

1.56 5.4 Mil
Corporate

Internet Brands Tl B 1l Tsfr1m+425bp

1.52 5.3 Mil
Corporate

SOLERA TL B 1L TSFR3M

1.40 4.9 Mil
Corporate

MADISON IAQ LLC TSFR6M

1.38 4.8 Mil
Corporate