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F/m Opportunistic Income ETF XFIX

Morningstar Medalist Rating
Medalist Rating as of | See F/m Acceleration Investment Hub

Morningstar’s Analysis XFIX

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

  • People Pillar

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

F/ m Opportunistic Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XFIX

More XFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kyndryl Holdings Inc 6.35%

5.14 1.5 Mil
Corporate

Viatris Inc 3.85%

5.01 1.4 Mil
Corporate

Ford Motor Company 3.25%

5.01 1.4 Mil
Corporate

Paramount Global 4.95%

5.00 1.4 Mil
Corporate

JPMorgan Chase & Co. 4.6%

4.99 1.4 Mil
Corporate

Kinder Morgan, Inc. 5.55%

4.99 1.4 Mil
Corporate

Bank of America Corp. 5.88%

4.95 1.4 Mil
Corporate

Concentrix Corp. 6.6%

4.91 1.4 Mil
Corporate

Celanese US Holdings Llc 6.33%

4.90 1.4 Mil
Corporate

Dell Inc 6.5%

4.89 1.4 Mil
Corporate