Morningstar

Bluemonte Diversified Income ETF BLUI

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

Morningstar’s Analysis BLUI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bluemonte Diversified Income 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 BLUI

More BLUI 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

State Street® SPDR® Blmbg Hi Yld Bd ETF

19.71 21M
—

MFS Active Core Plus Bond ETF

19.42 21M
—

PIMCO Active Bond ETF

19.36 21M
—

Cohen & Steers Real Estate Active ETF

10.94 12M
—

Global X MLP ETF

10.03 11M
—

Cohen & Steers Pref & Inc Opps Act ETF

9.81 11M
—

First Trust Senior Loan ETF

9.80 11M
—

Cash

0.92 996,816
Cash and Equivalents

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