Morningstar

GMO Systematic Investment Grade Credit ETF INVG

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

Morningstar’s Analysis INVG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

GMO Systematic Investment Grd Crdt ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings INVG

More INVG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of Nova Scotia 4.932%

1.29 295,600
Corporate

Marex Group Plc 5.68%

1.04 236,850
Corporate

Pinnacle Financial Partners Inc. 6.168%

1.03 235,907
Corporate

Marex Group Plc 6.404%

1.03 235,640
Corporate

Texas Instruments Inc. 1.75%

1.03 235,136
Corporate

BGC Group Inc 6.15%

1.03 234,986
Corporate

Advanced Micro Devices Inc. 5%

1.02 234,454
Corporate

Baxter International, Inc. 1.73%

1.02 232,438
Corporate

Advanced Micro Devices Inc. 5.25%

1.02 232,382
Corporate

Atlassian Corporation 5.25%

1.01 232,148
Corporate

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