RAFE – PIMCO RAFI ESG US ETF – ETF Stock Quote | Morningstar

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Will RAFE outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RAFE’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

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.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 3, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 28.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	5.24	3.2 Mil	Technology
Microsoft Corp	4.64	2.8 Mil	Technology
JPMorgan Chase & Co	2.83	1.7 Mil	Financial Services
Johnson & Johnson	2.73	1.6 Mil	Healthcare
Citigroup Inc	2.38	1.4 Mil	Financial Services
Procter & Gamble Co	2.32	1.4 Mil	Consumer Defensive
Cisco Systems Inc	2.21	1.3 Mil	Technology
Pfizer Inc	2.14	1.3 Mil	Healthcare
Intel Corp	2.14	1.3 Mil	Technology
AT&T Inc	1.91	1.1 Mil	Communication Services

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