Morningstar

Northern Trust High Yield Value-Scored Bond ETF HYGV

Morningstar Medalist Rating
Medalist Rating as of | See Northern Trust Investment Hub

Morningstar’s Analysis HYGV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Northern Trust High Yld Val Scrd Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HYGV

More HYGV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Banks 0%

1.48 15M
Cash and Equivalents

Tenneco LLC 8%

0.90 9M
Corporate

Moss Creek Resources Holdings Inc 8.25%

0.69 7M
Corporate

Pennymac Financial Services Inc 6.875%

0.65 7M
Corporate

Caesars Entertainment Inc. 6%

0.65 7M
Corporate

NCL Corporation Ltd. 6.75%

0.63 6M
Corporate

Nexstar Media Inc. 7.25%

0.63 6M
Corporate

Rithm Capital Corp. 8%

0.62 6M
Corporate

Mineral Resources Ltd. 9.25%

0.61 6M
Corporate

California Resources Corporation 7%

0.60 6M
Corporate

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