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Morningstar

PIMCO RAFI Dyn Multi-Factor Intl Eq ETF MFDX

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

Morningstar’s Analysis MFDX

Will MFDX 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 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.

PIMCO RAFI Dyn Multi-Factor Intl Eq ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

1.51 3.7 Mil
Healthcare

Offset: Cash

0.96 2.4 Mil
Cash and Equivalents

ASML Holding NV

0.88 2.2 Mil
Technology

SAP SE

0.82 2.0 Mil
Technology

Novartis AG Registered Shares

0.81 2.0 Mil
Healthcare

Nestle SA

0.74 1.8 Mil
Consumer Defensive

GSK PLC

0.73 1.8 Mil
Healthcare

Unilever PLC

0.70 1.7 Mil
Consumer Defensive

Hitachi Ltd

0.69 1.7 Mil
Industrials

Zurich Insurance Group AG

0.65 1.6 Mil
Financial Services