Morningstar

FolioBeyond Enhanced Fixed Income Premium ETF FIXP

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

Morningstar’s Analysis FIXP

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FolioBeyond Enhanced Fixed Inc Prm 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FIXP

More FIXP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FolioBeyond Alt Inc and Int Rt Hdg ETF

30.26 3M
—

State Street® SPDR® Blmbg ST HY Bd ETF

29.20 3M
—

iShares TIPS Bond ETF

28.88 3M
—

iShares Mortgage Real Estate Capped ETF

8.14 816,570
—

Invesco Senior Loan ETF

3.30 330,791
—

TLT US 12/18/26 C83

0.38 38,343
—

First American Government Obligs X

0.23 22,817
Cash and Equivalents

Cash Offset

0.19 19,313
—

OTHER ASSETS AND LIABILITIES

0.09 8,923
—

US DOLLARS

0.05 5,420
Cash and Equivalents

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