Morningstar

VanEck BDC Income ETF BIZD

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

Morningstar’s Analysis BIZD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VanEck BDC Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BIZD

More BIZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slk5w2ne Trs Usd R E Mvbdctrg

35.29 565M
—

United States Treasury Bills 0%

17.18 275M
Government

United States Treasury Bills 0%

17.14 274M
Government

Ares Capital Corp

14.60 234M
Financial Services

Blue Owl Capital Corp Ordinary Shares

5.98 96M
Financial Services

Main Street Capital Corp

5.40 86M
Financial Services

Blackstone Secured Lending Fund Ordinary Shares

5.33 85M
Financial Services

Hercules Capital Inc

3.13 50M
Financial Services

FS KKR Capital Corp

2.97 48M
Financial Services

Golub Capital BDC Inc

2.96 47M
Financial Services

Sponsor Center