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Morningstar

SPDR® Blmbg Convert Secs ETF CWB

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis CWB

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR ® Blmbg Convert Secs ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CWB

More CWB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

2.08 70.7 Mil
Financial Services

Palo Alto Networks Inc 0.375%

1.65 56.0 Mil
Corporate

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

1.62 55.0 Mil
Financial Services

Royal Caribbean Group 6%

1.46 49.5 Mil
Corporate

Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St

1.16 39.6 Mil
Basic Materials

Western Digital Corp. 3%

1.09 37.2 Mil
Corporate

Ford Motor Company 0%

1.06 36.0 Mil
Corporate

PG&E Corporation 4.25%

0.97 33.0 Mil
Corporate

Uber Technologies Inc 0.875%

0.92 31.1 Mil
Corporate

MongoDB Inc. 0.25%

0.90 30.7 Mil
Corporate