Pimco Rafi Dynamic Etf Profile
| MFUS Etf | USD 45.12 0.55 1.23% |
Performance10 of 100
| Odds Of DistressLess than 9
|
PIMCO RAFI is selling for under 45.12 as of the 23rd of April 2024; that is 1.23 percent up since the beginning of the trading day. The etf's lowest day price was 45.08. PIMCO RAFI has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for PIMCO RAFI Dynamic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its total assets in the component securities of the RAFI Dynamic Multi-Factor U.S. Pimco RAFI is traded on NYSEARCA Exchange in the United States. More on PIMCO RAFI Dynamic
Moving together with PIMCO Etf
| 0.96 | VTV | Vanguard Value Index | PairCorr |
| 0.95 | VYM | Vanguard High Dividend | PairCorr |
| 0.98 | IWD | iShares Russell 1000 | PairCorr |
| 0.98 | DGRO | iShares Core Dividend | PairCorr |
| 0.97 | IVE | iShares SP 500 | PairCorr |
| 0.85 | DVY | iShares Select Dividend | PairCorr |
| 0.97 | SPYV | SPDR Portfolio SP | PairCorr |
Moving against PIMCO Etf
| 0.85 | FNGD | MicroSectors FANG Index Downward Rally | PairCorr |
| 0.73 | HUM | Humana Inc Earnings Call Tomorrow | PairCorr |
PIMCO Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. PIMCO RAFI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PIMCO RAFI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Strategy ETFs, Large Value, PIMCO (View all Sectors) |
| Issuer | PIMCO |
| Inception Date | 2017-08-31 |
| Benchmark | RAFI Dynamic MultiFactor U.S. Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 142.43 Million |
| Average Trading Valume | 8,090.8 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Pacific Investment Management Company LLC |
| Advisor | Pacific Investment Management Company LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | PIMCO Investments LLC |
| Portfolio Manager | Thomas Seto |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 801 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.3 |
| Management Fee | 0.29 |
| Country Name | USA |
| Returns Y T D | 5.97 |
| Name | PIMCO RAFI Dynamic Multi-Factor U.S. Equity |
| Currency Code | USD |
| In Threey Volatility | 16.45 |
| 1y Volatility | 14.86 |
| 200 Day M A | 41.3043 |
| 50 Day M A | 45.5414 |
| Code | MFUS |
| Updated At | 22nd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.55 |
PIMCO RAFI Dynamic [MFUS] is traded in USA and was established 2017-08-31. The fund is listed under Large Value category and is part of PIMCO family. The entity is thematically classified as Broad Equity ETFs. PIMCO RAFI Dynamic now have 96.35 M in assets. , while the total return for the last 3 years was 7.6%.
Check PIMCO RAFI Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PIMCO Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PIMCO Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as PIMCO RAFI Dynamic Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top PIMCO RAFI Dynamic Etf Constituents
| F | Ford Motor | Stock | Consumer Discretionary |
| GE | GE Aerospace | Stock | Industrials |
| TGT | Target | Stock | Consumer Staples |
| MSFT | Microsoft | Stock | Information Technology |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| JNJ | Johnson Johnson | Stock | Health Care |
| XOM | Exxon Mobil Corp | Stock | Energy |
PIMCO RAFI Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of PIMCO RAFI jumping above the current price in 90 days from now is about 42.19%. The PIMCO RAFI Dynamic probability density function shows the probability of PIMCO RAFI etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.0573. This indicates PIMCO RAFI Dynamic market returns are related to returns on the market. As the market goes up or down, PIMCO RAFI is expected to follow. Additionally, pIMCO RAFI Dynamic has an alpha of 0.0071, implying that it can generate a 0.007103 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of PIMCO RAFI to move above the current price in 90 days from now is about 42.19 (This PIMCO RAFI Dynamic probability density function shows the probability of PIMCO Etf to fall within a particular range of prices over 90 days) .
PIMCO RAFI Dynamic Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. PIMCO RAFI market risk premium is the additional return an investor will receive from holding PIMCO RAFI long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in PIMCO RAFI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although PIMCO RAFI's alpha and beta are two of the key measurements used to evaluate PIMCO RAFI's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0881 | |||
| Jensen Alpha | 0.0071 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0161 |
PIMCO RAFI Against Markets
Picking the right benchmark for PIMCO RAFI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in PIMCO RAFI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for PIMCO RAFI is critical whether you are bullish or bearish towards PIMCO RAFI Dynamic at a given time. Please also check how PIMCO RAFI's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in PIMCO RAFI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy PIMCO Etf?
Before investing in PIMCO RAFI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in PIMCO RAFI. To buy PIMCO RAFI etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of PIMCO RAFI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase PIMCO RAFI etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located PIMCO RAFI Dynamic etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased PIMCO RAFI Dynamic etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as PIMCO RAFI Dynamic, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy PIMCO Etf please use our How to Invest in PIMCO RAFI guide.
Already Invested in PIMCO RAFI Dynamic?
The danger of trading PIMCO RAFI Dynamic is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of PIMCO RAFI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than PIMCO RAFI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile PIMCO RAFI Dynamic is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether PIMCO RAFI Dynamic is a strong investment it is important to analyze PIMCO RAFI's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact PIMCO RAFI's future performance. For an informed investment choice regarding PIMCO Etf, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO RAFI Dynamic. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
The market value of PIMCO RAFI Dynamic is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO RAFI's value that differs from its market value or its book value, called intrinsic value, which is PIMCO RAFI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO RAFI's market value can be influenced by many factors that don't directly affect PIMCO RAFI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO RAFI's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO RAFI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO RAFI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.