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PIMCO RAFI Dyn Multi-Factor US Eq ETF MFUS

Analyst rating as of
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Morningstar’s Analysis

Will MFUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An interesting strategy with some shortcomings.

Associate Analyst

Summary

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PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF MFUS is an interesting strategy, but it has some shortcomings. It only has modest exposure to the factors it targets and relies heavily on fundamental weighting, which hurts factor diversification and pushes this fund toward value territory. Additionally, its dynamic weighting strategy has not proven to be worth the turnover and factor concentration it invites. It earns a Morningstar Analyst Rating of Neutral.

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