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VanEck IG Floating Rate ETF FLTR

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

Morningstar’s Analysis FLTR

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

  • People Pillar

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

VanEck IG Floating Rate 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLTR

More FLTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 6.5183%

2.23 33.3 Mil
Corporate

Goldman Sachs Bank USA 6.10216%

2.14 32.0 Mil
Corporate

HSBC Holdings PLC 6.91137%

2.04 30.6 Mil
Corporate

Mizuho Financial Group Inc. 6.29887%

2.02 30.2 Mil
Corporate

ANZ Group Holdings Ltd. 6.12176%

1.99 29.7 Mil
Corporate

Goldman Sachs Group, Inc. 7.3312%

1.97 29.5 Mil
Corporate

HSBC Holdings PLC 6.96245%

1.94 29.0 Mil
Corporate

JPMorgan Chase Bank, National Association 6.33429%

1.91 28.6 Mil
Corporate

Goldman Sachs Group, Inc. 6.7386%

1.91 28.6 Mil
Corporate

Bank of America Corp. 6.39465%

1.72 25.8 Mil
Corporate