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PIMCO RAFI ESG US ETF RAFE

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

Morningstar’s Analysis RAFE

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

  • People Pillar

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

PIMCO RAFI ESG US 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RAFE

More RAFE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.36 2.9 Mil
Technology

Microsoft Corp

5.10 2.8 Mil
Technology

JPMorgan Chase & Co

3.09 1.7 Mil
Financial Services

Intel Corp

2.68 1.5 Mil
Technology

Johnson & Johnson

2.66 1.5 Mil
Healthcare

Citigroup Inc

2.65 1.5 Mil
Financial Services

Procter & Gamble Co

2.32 1.3 Mil
Consumer Defensive

Pfizer Inc

2.09 1.1 Mil
Healthcare

Wells Fargo & Co

2.08 1.1 Mil
Financial Services

Cisco Systems Inc

1.91 1.0 Mil
Technology