Morningstar

Palmer Square Credit Opportunities ETF PSQO

Morningstar Medalist Rating
Medalist Rating as of | See Palmer Square Investment Hub

Morningstar’s Analysis PSQO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Palmer Square Credit Opportunities 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

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Portfolio Holdings PSQO

More PSQO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Treasury I

2.01 5M
Cash and Equivalents

United States Treasury Notes 3.5%

2.01 5M
Government

United States Treasury Notes 4%

1.85 5M
Government

United States Treasury Notes 3.875%

1.85 5M
Government

United States Treasury Bills 0%

1.28 3M
Government

Us Dollar

1.22 3M
Cash and Equivalents

Carlyle Us Clo 2018-2 LLC 4.78523%

1.11 3M
Securitized

United States Treasury Notes 4%

1.02 3M
Government

ELMWOOD CLO IV 4.92523%

0.74 2M
Securitized

GOLUB CAPITAL CLO 88B LTD 6.83038%

0.74 2M
Securitized

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