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Morningstar

Fieldstone UVA Uncons Md-Trm Fxd Inc ETF FFIU

Morningstar Medalist Rating
Medalist Rating as of | See Spinnaker ETF Trust Investment Hub

Morningstar’s Analysis FFIU

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

  • People Pillar

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

An upgrade in People Pillar rating is the primary driver of Fieldstone UVA Uncons Md-Trm Fxd Inc ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FFIU

More FFIU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Mortgage Corp. 5%

4.11 1.8 Mil
Securitized

The Charles Schwab Corporation 5.375%

3.44 1.5 Mil
Corporate

Morgan Stanley Instl Lqudty Trs Instl

3.36 1.5 Mil
Cash and Equivalents

Federal National Mortgage Association 5.5%

3.02 1.3 Mil
Securitized

United States Treasury Bonds 2.25%

2.20 959,062
Government

United States Treasury Bonds 4%

2.13 929,219
Government

Federal National Mortgage Association 5%

2.08 905,169
Securitized

United States Treasury Bonds 3.625%

2.01 874,375
Government

eBay Inc. 4%

1.96 852,904
Corporate

United States Treasury Bonds 3.125%

1.68 733,641
Government