Morningstar

PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR

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

Morningstar’s Analysis LDUR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PIMCO Enhanced Low Duration Active ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LDUR

More LDUR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 121.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fin Fut Us 2yr Cbt 12/31/26

105.76 1B
Government

Fin Fut Us 5yr Cbt 12/31/26

12.58 168M
Government

Federal National Mortgage Association 5.5%

5.64 75M
Securitized

Federal National Mortgage Association 5%

3.60 48M
Securitized

Fin Fut Sofr 90day Cme (Red) 03/14/28

2.97 40M
Government

Federal National Mortgage Association 5%

2.88 39M
Securitized

Federal National Mortgage Association 5.1879%

2.12 28M
Securitized

Cpde Investmnt Co Llc 4(2) 144a Disc Nt*

1.48 20M
Cash and Equivalents

HCA Inc. 0%

1.22 16M
Cash and Equivalents

Deutsche Bank AG New York Branch 2.552%

1.08 14M
Corporate

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