Morningstar

Congress Intermediate Bond ETF CAFX

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

Morningstar’s Analysis CAFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Congress Intermediate 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 CAFX

More CAFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.63%

4.55 15M
Government

United States Treasury Notes 4.25%

4.22 14M
Government

United States Treasury Notes 4.13%

3.98 13M
Government

United States Treasury Notes 3.5%

3.67 12M
Government

United States Treasury Notes 3.63%

3.63 12M
Government

United States Treasury Notes 4.25%

3.58 11M
Government

Federal National Mortgage Association 5.5%

3.46 11M
Securitized

Morgan Stanley 4.99%

3.13 10M
Corporate

Eaton Corp. 4.2%

3.04 10M
Corporate

United States Treasury Notes 4.5%

2.96 10M
Government

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