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SPDR MarketAxess Inv Grd 400 Corp Bd ETF LQIG

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis LQIG

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR MarketAxess Inv Grd 400 Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LQIG

More LQIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley 1.593%

0.90 495,284
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.89 487,445
Corporate

CVS Health Corp 5.05%

0.72 395,464
Corporate

T-Mobile USA, Inc. 3.875%

0.68 372,954
Corporate

JPMorgan Chase & Co. 5.717%

0.64 353,721
Corporate

Goldman Sachs Group, Inc. 6.75%

0.61 333,570
Corporate

Wells Fargo & Co. 5.389%

0.60 330,472
Corporate

Bank of America Corp. 3.419%

0.58 318,833
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.58 317,603
Corporate

WarnerMedia Holdings Inc. 5.141%

0.56 305,080
Corporate