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VanEck BDC Income ETF BIZD

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

Morningstar’s Analysis BIZD

Will BIZD 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 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.

Strength in VanEck BDC Income ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIZD

More BIZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ares Capital Corp

19.61 210.7 Mil
Financial Services

Blue Owl Capital Corp Ordinary Shares

12.49 134.2 Mil
Financial Services

FS KKR Capital Corp

12.44 133.7 Mil
Financial Services

Golub Capital BDC Inc

4.73 50.8 Mil
Financial Services

Blackstone Secured Lending Fund Ordinary Shares

4.72 50.7 Mil
Financial Services

Main Street Capital Corp

4.67 50.2 Mil
Financial Services

Hercules Capital Inc

4.55 48.9 Mil
Financial Services

Sixth Street Specialty Lending Inc

3.69 39.6 Mil
Financial Services

Prospect Capital Corp

3.61 38.8 Mil
Financial Services

Morgan Stanley Direct Lending

3.26 35.0 Mil
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