Ocean Park Diversified Income 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.
Ocean Park Diversified Income ETF DUKZ
Morningstar’s Analysis DUKZ
Will DUKZ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash & Cash Equivalents | 77.11 | 40M | Cash and Equivalents |
Invesco Senior Loan ETF | 15.36 | 8M | — |
Vanguard Tax-Exempt Bond ETF | 7.53 | 4M | — |