Morningstar

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF MFUS

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

Morningstar’s Analysis MFUS

Will MFUS 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO RAFI Dyn Multi-Factor US Eq 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 MFUS

More MFUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

2.23 7M
Technology

Intel Corp

2.06 6M
Technology

Johnson & Johnson

1.87 6M
Healthcare

ExxonMobil Holdings Corp

1.70 5M
Energy

Chevron Corp

1.51 5M
Energy

Eli Lilly and Co

1.44 4M
Healthcare

AbbVie Inc

1.38 4M
Healthcare

AT&T Inc

1.35 4M
Communication Services

Walmart Inc

1.27 4M
Consumer Defensive

Citigroup Inc

1.24 4M
Financial Services

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