Morningstar

Academy Veteran Bond ETF VETZ

Morningstar Medalist Rating
Medalist Rating as of | See Academy Asset Management Investment Hub

Morningstar’s Analysis VETZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Academy Veteran Bond 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 VETZ

More VETZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Government National Mortgage Association 3%

5.61 7M
Securitized

First American Government Obligs X

4.41 6M
Cash and Equivalents

Ginnie Mae II Pool

3.57 5M
Securitized

Government National Mortgage Association 5%

2.86 4M
Securitized

Government National Mortgage Association

2.25 3M
Securitized

Government National Mortgage Association 4.5%

2.05 3M
Securitized

Government National Mortgage Association 5%

1.97 3M
Securitized

Government National Mortgage Association 3%

1.88 2M
Securitized

Government National Mortgage Association 4%

1.78 2M
Securitized

Government National Mortgage Association 3%

1.77 2M
Securitized

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