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VanEck Pref Secs ex Fincls ETF PFXF

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

Morningstar’s Analysis PFXF

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

  • People Pillar

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

VanEck Pref Secs ex Fincls ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 PFXF

More PFXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St

5.46 85.9 Mil
Basic Materials

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

3.64 57.2 Mil
Utilities

AT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

3.19 50.1 Mil
Communication Services

AT&T Inc 5.35% NT REDEEM 01/11/2066 USD 25

2.76 43.3 Mil
Communication Services

AT&T Inc 5% PRF PERPETUAL USD 25 1/1000th Int Ser A

2.31 36.4 Mil
Communication Services

Duke Energy Corp 5.75% PRF PERPETUAL USD 25 - Ser A 1/1000th Int

2.28 35.8 Mil
Utilities

Southern Co. 0%

2.01 31.6 Mil
Corporate

Energy Transfer LP FXDFR PRF PERPETUAL USD 25 - Ser E

1.86 29.3 Mil
Energy

AT&T Inc 0%

1.81 28.4 Mil
Corporate

Ford Motor Company 0%

1.71 26.9 Mil
Corporate