Morningstar

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ZROZ

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

Morningstar’s Analysis ZROZ

Will ZROZ 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 50.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Offset: Unsettled

6.30 126M
Cash and Equivalents

U.S. Treasury Bond Stripped Principal Payment 0%

5.29 106M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.19 104M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.08 102M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.07 102M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.05 101M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.03 101M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.03 101M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

4.94 99M
Government

U.S. Treasury Bond Stripped Principal Payment 0%

4.94 99M
Government

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