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Morningstar

PIMCO RAFI Dyn Multi-Factor US Eq ETF MFUS

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

Morningstar’s Analysis MFUS

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

  • People Pillar

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

PIMCO RAFI Dyn Multi-Factor US 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MFUS

More MFUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

2.55 3.7 Mil
Communication Services

Eli Lilly and Co

2.52 3.7 Mil
Healthcare

Berkshire Hathaway Inc Class B

1.99 2.9 Mil
Financial Services

NVIDIA Corp

1.77 2.6 Mil
Technology

Walmart Inc

1.64 2.4 Mil
Consumer Defensive

Alphabet Inc Class A

1.63 2.4 Mil
Communication Services

Amazon.com Inc

1.59 2.3 Mil
Consumer Cyclical

Broadcom Inc

1.55 2.3 Mil
Technology

Microsoft Corp

1.48 2.1 Mil
Technology

Oracle Corp

1.33 1.9 Mil
Technology