PIMCO 25+ Year Zero Coupon US Trs 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.
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ZROZ
Morningstar’s Analysis ZROZ
Will ZROZ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ZROZ 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 ZROZ’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
U.S. Treasury Bond Stripped Principal Payment 0% | 5.53 | 73M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.44 | 72M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.40 | 71M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.38 | 71M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.27 | 70M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.25 | 70M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.24 | 69M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.24 | 69M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.21 | 69M | Government |
U.S. Treasury Bond Stripped Principal Payment 0% | 5.14 | 68M | Government |
United States