Morningstar

PIMCO Senior Loan Active Exchange-Traded Fund LONZ

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

Morningstar’s Analysis LONZ

Will LONZ 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO Sr Ln Actv ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly 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 LONZ

More LONZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U S Treasury Repo

30.19 151M
Cash and Equivalents

Offset: Cash

6.03 30M
Cash and Equivalents

Fin Fut Us 5yr Cbt 12/31/26

1.45 7M
Government

Proofpoint Tl B Tsfr3m

1.40 7M
Corporate

Inspire Brands Tl B Tsfr1m

1.37 7M
Corporate

Culligan Tl B 1l Tsfr1m

1.35 7M
Corporate

Solenis Tl B Tsfr3m

1.33 7M
Corporate

Transdigm Tl J 1l Tsfr1m

1.28 6M
Corporate

Catalent Tl B 1l Tsfr1m

1.19 6M
Corporate

US RENAL CARE TL TSFR1M

1.18 6M
Corporate

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