Morningstar

State Street® Fixed Income Sector Rotation ETF FISR

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

Morningstar’s Analysis FISR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® Fixed Inc Sect RotationETF 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FISR

More FISR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street SPDR Port Mortg Bckd Bd ETF

25.77 105M
—

State Street SPDR Port Itmt Term Trs ETF

25.75 104M
—

State Street SPDR Port ItmtTermCorpBdETF

17.21 70M
—

State Street SPDR Portfolio L/T Trs ETF

14.76 60M
—

State Street SPDR Port L/T Corp Bd ETF

11.51 47M
—

State Street® SPDR® Blmbg Hi Yld Bd ETF

4.93 20M
—

Ssi Us Gov Money Market Class State Street Inst Us Gov

0.07 285,217
Cash and Equivalents

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