Morningstar

Advent Convertible Bond ETF ACVT

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

Morningstar’s Analysis ACVT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Advent Convertible Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ACVT

More ACVT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

4.27 1M
Financial Services

Barclays Bank plc 1%

4.11 1M
Corporate

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

3.93 1M
Financial Services

Coinbase Global Inc 0.25%

3.76 1M
Corporate

DoorDash Inc 0%

3.64 1M
Corporate

Microchip Technology Incorporated 0.75%

3.41 1M
Corporate

AeroVironment, Inc. 0%

2.95 960,314
Corporate

First American Government Obligs X

2.72 884,260
Cash and Equivalents

Super Micro Computer Inc. 3.5%

2.40 781,403
Corporate

PG&E Corporation 4.25%

2.33 759,138
Corporate

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