Morningstar

AAM SLC Low Duration Income ETF LODI

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

Morningstar’s Analysis LODI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AAM SLC Low Duration Income ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly 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 LODI

More LODI Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.63%

4.675M
Government

Invesco Shrt-Trm Inv Gov&Agcy Instl

3.314M
Cash and Equivalents

CPS Auto Receivables Trust 2026-A 5.2%

1.241M
Securitized

COLT 2026-5 MORTGAGE LOAN TRUST 6.64%

1.241M
Securitized

Corebridge Financial Inc. 6.88%

1.101M
Corporate

Prudential Financial, Inc. 4.5%

1.071M
Corporate

RESEARCH-DRIVEN PAGAYA MOTOR ASSET TRUST 2026-1 6.52%

1.061M
Securitized

GLS Auto Receivables Issuer Trust 2025-1 7.19%

1.051M
Securitized

Verus Securitization Trust 2019-Inv3 5.73%

1.031M
Securitized

BANK5 2024-5YR8 4%

0.981M
Securitized

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