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VanEck Pref Secs ex Fincls ETF PFXF

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PFXF

  • Current Portfolio Date
  • Equity Holdings 5
  • Bond Holdings 0
  • Other Holdings 102
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

3.50
45,761,020
Utilities

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

3.01
39,369,038
Communication Services

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

2.68
34,952,662
Communication Services

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

2.21
28,879,595
Utilities

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

2.16
28,176,358
Communication Services

NiSource Inc Units

2.07
27,024,429
Utilities

Southern Co. 0%

2.01
26,251,996
Corporate

Energy Transfer LP FXDFR PRF PERPETUAL USD 25 - Ser E

1.83
23,900,340
Energy

AT&T Inc 0%

1.75
22,887,449
Corporate

Sempra 0%

1.69
22,039,831
Corporate