The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
PIMCO RAFI Dyn Multi-Factor US Eq ETF MFUS
Morningstar’s Analysis MFUS
Will MFUS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Eli Lilly and Co | 2.40 | 3.6 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.92 | 2.9 Mil | Financial Services |
Meta Platforms Inc Class A | 1.87 | 2.8 Mil | Communication Services |
NVIDIA Corp | 1.71 | 2.5 Mil | Technology |
Walmart Inc | 1.70 | 2.5 Mil | Consumer Defensive |
Wells Fargo & Co | 1.56 | 2.3 Mil | Financial Services |
Broadcom Inc | 1.38 | 2.1 Mil | Technology |
Alphabet Inc Class A | 1.37 | 2.0 Mil | Communication Services |
Citigroup Inc | 1.36 | 2.0 Mil | Financial Services |
Amazon.com Inc | 1.29 | 1.9 Mil | Consumer Cyclical |