ALPS Strategic Income 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.
ALPS Strategic Income Fund RIGS
Morningstar’s Analysis RIGS
Will RIGS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.375% | 4.73 | 3M | Government |
United States Treasury Bonds 4.5% | 4.72 | 3M | Government |
United States Treasury Bonds 4.75% | 4.03 | 2M | Government |
United States Treasury Bonds 4% | 3.98 | 2M | Government |
United States Treasury Bonds 4.75% | 2.53 | 1M | Government |
United States Treasury Notes 4.125% | 2.16 | 1M | Government |
Murphy Oil Corporation 6% | 1.83 | 1M | Corporate |
Textron Inc. 5.5% | 1.42 | 828,354 | Corporate |
Concentrix Corp. 6.6% | 1.40 | 815,221 | Corporate |
Cash | 1.36 | 795,242 | Cash and Equivalents |