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PIMCO 25+ Year Zero Coupon US Trs ETF ZROZ

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

Morningstar’s Analysis ZROZ

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

  • 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.

A strong management team and sound investment process underpin PIMCO 25+ Year Zero Coupon US Trs ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZROZ

More ZROZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Treasury Bond Stripped Principal Payment 0%

5.86 83.1 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.86 83.1 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.54 78.5 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.46 77.5 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.46 77.4 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.40 76.5 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.39 76.4 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.35 75.8 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.26 74.6 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.11 72.5 Mil
Government