PIMCO RAFI ESG U.S. ETF

Frequently Asked Questions About RAFE

What does RAFE invest in?

The fund's primary objective is to closely mirror the comprehensive investment performance of the RAFI ESG US Index. It aims to achieve a total return that effectively tracks the index's results, without factoring in its own operating costs and fees.

What is the expense ratio of RAFE?

PIMCO RAFI ESG U.S. ETF (RAFE) charges an expense ratio of 0.30%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RAFE?

PIMCO RAFI ESG U.S. ETF (RAFE) manages $169.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is RAFE actively managed or an index fund?

RAFE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RAFE launched?

PIMCO RAFI ESG U.S. ETF (RAFE) launched in December 2019 and is managed by PIMCO.

How has RAFE performed?

RAFE's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.