Morningstar

Bluemonte Long Term Bond ETF BLTD

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

Morningstar’s Analysis BLTD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bluemonte Long Term Bond 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

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Portfolio Holdings BLTD

More BLTD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Long-Term Bond ETF

63.77 104M
—

iShares Core US Aggregate Bond ETF

25.74 42M
—

Vanguard Long-Term Corporate Bd ETF

9.83 16M
—

Cash

0.67 1M
Cash and Equivalents

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