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Morningstar

Xtrackers High Beta High Yield Bond ETF HYUP

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

Morningstar’s Analysis HYUP

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

  • People Pillar

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

A strong management team and sound investment process underpin Xtrackers High Beta High Yield Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYUP

More HYUP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tibco Software Inc 6.5%

0.82 99,973
Corporate

Cloud Software Group Inc. 9%

0.78 95,258
Corporate

DISH Network Corporation 11.75%

0.73 88,885
Corporate

Venture Global LNG Inc. 9.5%

0.71 86,539
Corporate

Dws Govt Money Market Series Institutional Shares

0.70 84,615
Cash and Equivalents

Intelsat Jackson Holdings SA 6.5%

0.63 76,260
Corporate

Carnival Corporation 5.75%

0.57 68,819
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.56 67,804
Corporate

Davita Inc 4.625%

0.52 63,321
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

0.51 62,190
Corporate