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Xtrackers Low Beta High Yield Bond ETF HYDW

Morningstar Medalist Rating
Medalist Rating as of | See Xtrackers Investment Hub

Morningstar’s Analysis HYDW

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

  • People Pillar

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

Strength in Xtrackers Low Beta High Yield Bond ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 HYDW

More HYDW 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

Dws Govt Money Market Series Institutional Shares

1.38 2.9 Mil
Cash and Equivalents

Medline Borrower LP 3.875%

1.03 2.2 Mil
Corporate

HUB International Ltd. 7.25%

0.83 1.8 Mil
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.79 1.7 Mil
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

0.64 1.4 Mil
Corporate

UKG Inc. 6.875%

0.63 1.3 Mil
Corporate

TransDigm, Inc. 6.375%

0.59 1.2 Mil
Corporate

Medline Borrower LP 5.25%

0.59 1.2 Mil
Corporate

Tenet Healthcare Corporation 6.125%

0.58 1.2 Mil
Corporate

Carnival Corporation 4%

0.56 1.2 Mil
Corporate