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Upturn AI SWOT - About
PIMCO RAFI Dynamic Multi-Factor U.S. Equity (MFUS)
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Upturn Advisory Summary
10/20/2025: MFUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 29.96% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 43.62 - 53.25 | Updated Date 06/29/2025 |
52 Weeks Range 43.62 - 53.25 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO RAFI Dynamic Multi-Factor U.S. Equity
ETF Overview
Overview
The PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) seeks long-term capital appreciation by investing in U.S. equities using a multi-factor approach that dynamically allocates to factors such as value, momentum, and quality.
Reputation and Reliability
PIMCO is a well-established and reputable global investment management firm known for its expertise in fixed income and increasingly in equities.
Management Expertise
PIMCO has a large and experienced team of investment professionals with expertise in portfolio management, quantitative analysis, and risk management.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a dynamic multi-factor strategy, allocating to factors like value, momentum, and quality based on prevailing market conditions.
Composition The ETF primarily holds U.S. equities across various market capitalizations, with factor tilts determined by a proprietary model.
Market Position
Market Share: MFUS's market share is moderate within the multi-factor ETF category.
Total Net Assets (AUM): 183288184
Competitors
Key Competitors
- IVV
- MTUM
- QUAL
- SPMD
- VTV
Competitive Landscape
The multi-factor ETF market is competitive, with many established players. MFUS differentiates itself with its dynamic factor allocation model managed by PIMCO, offering potential for outperformance compared to static factor ETFs. However, its smaller AUM may lead to slightly higher trading costs and potentially wider bid-ask spreads.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved and will be presented in the following format when available: [YYYY, Return_YYYY],[YYYY+1,Return_YYYY+1]
Benchmark Comparison: Benchmark comparison data needs to be retrieved and will be presented in the following format when available: [YYYY, ETF_Return_YYYY, Benchmark_Return_YYYY],[YYYY+1,ETF_Return_YYYY+1, Benchmark_Return_YYYY+1]
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with average trading volumes that generally allow for efficient order execution.
Bid-Ask Spread
The bid-ask spread is typically competitive, but it can widen during periods of market volatility or low trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment can all affect the ETF's performance, particularly given its factor-based approach.
Growth Trajectory
Growth trends are dependent on PIMCO's ability to dynamically adapt to market conditions, increasing holdings in performing factors and decreasing those in factors that are underperforming.
Moat and Competitive Advantages
Competitive Edge
MFUS benefits from PIMCO's established reputation and expertise in factor-based investing. The dynamic factor allocation model provides flexibility to adapt to changing market conditions. The strategy seeks outperformance using multiple factors, which can provide diversification. It also leverages PIMCO's research capabilities and risk management.
Risk Analysis
Volatility
Historical volatility data needs to be retrieved and will be presented in the following format when available: [YYYY, Volatility_YYYY],[YYYY+1,Volatility_YYYY+1]. Volatility could be higher in periods of market turbulence.
Market Risk
The ETF is subject to market risk, as its underlying assets are U.S. equities. Exposure to specific factors also introduces factor-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation with a moderate risk tolerance and a desire for factor-based exposure to the U.S. equity market.
Market Risk
The ETF is suitable for long-term investors seeking to diversify their portfolios with a multi-factor strategy; active traders may use it for shorter-term tactical allocations.
Summary
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) offers exposure to the U.S. equity market through a dynamic multi-factor approach managed by PIMCO. The fund allocates to value, momentum, and quality factors and can add diversification to an investor's portfolio. The expense ratio is 0.29%. Potential investors should consider their risk tolerance, investment horizon, and the ETF's historical performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Market share data is approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PIMCO RAFI Dynamic Multi-Factor U.S. Equity
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the RAFI Dynamic Multi-Factor U.S. Index. The underlying index is constructed by RAFI Indices, LLC (the index provider) using a rules-based approach to construct factor portfolios within the underlying index. The underlying index consists of factor portfolios, each of which emphasizes one of the following factors: value, low volatility, quality, momentum and size.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.