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Morningstar

SPDR Blackstone Senior Loan ETF SRLN ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SRLN

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

  • People Pillar

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

Lackluster.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

SPDR Blackstone Senior Loan ETF SRLN boasts a seasoned leadership duo and large supporting cast, but its repeated portfolio shifts based on top-down views make it difficult to outperform consistently over the long term. It earns a Morningstar Medalist Rating of Neutral.

by R.J. D'Ancona
Rated on Published on

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