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SPDR MarketAxess Inv Grd 400 Corp Bd ETF LQIG

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis LQIG

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR MarketAxess Inv Grd 400 Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LQIG

More LQIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Institutional Liq State St Inst Liq Res Prem

1.27 708,844
Cash and Equivalents

Morgan Stanley 1.593%

0.90 499,500
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.89 493,670
Corporate

CVS Health Corp 5.05%

0.71 394,202
Corporate

T-Mobile USA, Inc. 3.875%

0.68 377,760
Corporate

JPMorgan Chase & Co. 5.717%

0.65 360,034
Corporate

Goldman Sachs Group, Inc. 6.75%

0.62 342,221
Corporate

Wells Fargo & Co. 5.389%

0.60 336,035
Corporate

Bank of America Corp. 3.419%

0.58 322,328
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.58 321,804
Corporate