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Madison Short-Term Strategic Income ETF MSTI

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

Morningstar’s Analysis MSTI

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Madison Short-Term Strategic Income ETF 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSTI

More MSTI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Discover Financial Services 4.1%

2.16 1.3 Mil
Corporate

Bank of America Corp. 3.5%

2.13 1.3 Mil
Corporate

Netflix, Inc. 6.38%

2.07 1.2 Mil
Corporate

Goldman Sachs Group, Inc. 4.48%

2.02 1.2 Mil
Corporate

PNC Financial Services Group Inc. 5.35%

1.98 1.2 Mil
Corporate

Sprint LLC 7.63%

1.98 1.2 Mil
Corporate

JPMorgan Chase & Co. 4.2%

1.97 1.2 Mil
Corporate

Murphy Oil USA Inc 5.63%

1.94 1.2 Mil
Corporate

HCA Inc. 5.88%

1.93 1.2 Mil
Corporate

Vail Resorts, Inc. 6.25%

1.92 1.1 Mil
Corporate