PIMCO RAFI ESG U.S. ETF (RAFE) — ETF Analysis on Winston

Key Facts

• Issuer: PIMCO
• Category: Equity
• Asset Class: Equity
• Price: $47.94
• Expense Ratio: 30.00%
• Assets Under Management: $160M
• Number of Holdings: 239
• Inception Date: 2019-12-18
• Currency: USD

Winston Score

PIMCO RAFI ESG U.S. ETF has a Winston Score of 74 out of 100.

Performance

• 1-Year Return: 27.09%
• 3-Year Return: 52.93%
• 5-Year Return: 46.24%

Top Holdings

APPLE INC COMMON STOCK USD.00001 (N/A%), MICROSOFT CORP COMMON STOCK USD.00000625 (N/A%), JOHNSON + JOHNSON COMMON STOCK USD1.0 (N/A%), UNITEDHEALTH GROUP INC COMMON STOCK USD.01 (N/A%), JPMORGAN CHASE + CO COMMON STOCK USD1.0 (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Financial Services (N/A%)