Morningstar

PIMCO RAFI Dynamic Multi-Factor International Equity ETF MFDX

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

Morningstar’s Analysis MFDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO RAFI Dyn Multi-Factor Intl Eq 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 MFDX

More MFDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novartis AG Registered Shares

0.99 4M
Healthcare

Offset: Cash

0.92 4M
Cash and Equivalents

ASML Holding NV

0.92 4M
Technology

Nestle SA

0.89 4M
Consumer Defensive

Glencore PLC

0.81 4M
Basic Materials

BP PLC Shs. German Cert.

0.80 4M
Energy

Roche Holding AG Bearer Shares

0.80 4M
Healthcare

Banco Santander SA

0.80 4M
Financial Services

Zurich Insurance Group AG

0.73 3M
Financial Services

Advantest Corp

0.71 3M
Technology

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