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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 lowest 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 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

2.59 3.7 Mil
Healthcare

Meta Platforms Inc Class A

2.38 3.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.95 2.8 Mil
Financial Services

NVIDIA Corp

1.92 2.7 Mil
Technology

Alphabet Inc Class A

1.74 2.5 Mil
Communication Services

Walmart Inc

1.66 2.4 Mil
Consumer Defensive

Amazon.com Inc

1.65 2.4 Mil
Consumer Cyclical

Broadcom Inc

1.60 2.3 Mil
Technology

Microsoft Corp

1.47 2.1 Mil
Technology

Oracle Corp

1.34 1.9 Mil
Technology