Morningstar

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU

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

Morningstar’s Analysis SMMU

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO Short Term Municipal Bond 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SMMU

More SMMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CHICAGO ILL 6%

2.34 30M
Cash and Equivalents

Offset: Cash

2.05 26M
Cash and Equivalents

CONNECTICUT ST HEALTH & EDL FACS AUTH REV 1.85%

1.58 20M
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

1.55 20M
municipal

AL TOLL ROAD-1

1.48 19M
municipal

TARRANT CNTY TEX CULTURAL ED FACS FIN CORP REV 5%

1.27 16M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 1.9%

1.21 15M
municipal

U S TREASURY BILLS

1.17 15M
Government

TARRANT CNTY TEX CULTURAL ED FACS FIN CORP HOSP REV 1.85%

1.10 14M
municipal

FORT BEND TEX INDPT SCH DIST 3.8%

1.10 14M
municipal

Sponsor Center