Morningstar

ALPS Dynamic Core Income ETF RFCI

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

Morningstar’s Analysis RFCI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Dynamic Core Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RFCI

More RFCI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

5.50 747,570
Government

United States Treasury Bonds 4%

4.27 580,128
Government

United States Treasury Bonds 4.75%

3.93 533,791
Government

Kinetik Holdings LP 6.625%

3.91 531,873
Corporate

United States Treasury Notes 4.375%

3.88 527,771
Government

General Motors Financial Company Inc 6.4%

3.40 462,696
Corporate

Hyatt Hotels Corporation 5.75%

3.35 454,948
Corporate

Ingersoll Rand Inc 5.7%

3.33 453,096
Corporate

Concentrix Corp. 6.85%

3.10 420,875
Corporate

United States Treasury Bonds 3.625%

2.48 337,732
Government

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