Morningstar

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI

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

Morningstar’s Analysis MUNI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO Intermediate Municipal Bd Actv ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MUNI

More MUNI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Banks 0%

3.50 129M
Cash and Equivalents

Offset: Cash

2.01 74M
Cash and Equivalents

AL TOLL ROAD-1

1.38 51M
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP V GAS SUPPLY REV 5%

1.16 43M
municipal

MAIN STR ENERGY INC GA ENERGY PROJ REV 5%

1.11 41M
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA GAS SUPPLY REV 5.25%

0.82 30M
municipal

COLORADO HEALTH FACS AUTH REV 5%

0.79 29M
municipal

TEXAS TRANSN COMMN 5%

0.77 28M
municipal

TX WTR DEV BRD

0.77 28M
municipal

COMMONWEALTH FING AUTH PA TOB MASTER SETTLEMENT PMT REV 4%

0.71 26M
municipal

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