Morningstar

Obra Defensive High Yield ETF ODHY

Morningstar Medalist Rating
Medalist Rating as of | See Obra Fund Management Investment Hub

Morningstar’s Analysis ODHY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Obra Defensive High Yield 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ODHY

More ODHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

3.29 162,603
Cash and Equivalents

Cash

1.83 90,653
Cash and Equivalents

TransDigm, Inc. 6.625%

1.01 50,155
Corporate

Advanced Drainage System Inc 6.375%

1.01 50,125
Corporate

Vistra Operations Co LLC 5%

1.01 49,810
Corporate

Aramark Services, Inc. 5%

1.00 49,625
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4.375%

1.00 49,250
Corporate

Iron Mountain Inc. 5%

0.99 49,152
Corporate

Energizer Holdings Inc 4.75%

0.99 49,062
Corporate

Clean Harbors, Inc. 5.125%

0.99 48,872
Corporate

Sponsor Center