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PIMCO RAFI ESG US ETF RAFE

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.

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.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings RAFE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.19 2.5 Mil
Technology

Apple Inc

4.16 2.0 Mil
Technology

Meta Platforms Inc Class A

3.22 1.6 Mil
Communication Services

JPMorgan Chase & Co

3.04 1.5 Mil
Financial Services

Intel Corp

2.98 1.4 Mil
Technology

Citigroup Inc

2.71 1.3 Mil
Financial Services

Johnson & Johnson

2.59 1.3 Mil
Healthcare

Wells Fargo & Co

2.52 1.2 Mil
Financial Services

Procter & Gamble Co

2.21 1.1 Mil
Consumer Defensive

Cisco Systems Inc

2.10 1.0 Mil
Technology