SPDR Blackstone Senior Loan ETF boasts a seasoned leadership duo and large supporting cast, but its repeated portfolio shifts based on top-down views make consistent long-term outperformance challenging. It earns a Morningstar Analyst Rating of Neutral.
Will SRLN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SRLN’s parent organization’s priorities and whether they’re in line with investors’ interests.