Morningstar

Weitz Core Plus Bond ETF WCPB

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

Morningstar’s Analysis WCPB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Weitz Core Plus Bond ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WCPB

More WCPB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.375%

8.65 21M
Government

United States Treasury Bonds 4.25%

2.92 7M
Government

Federal Home Loan Mortgage Corp. 5%

2.45 6M
Securitized

United States Treasury Bonds 5%

2.29 6M
Government

United States Treasury Bonds 4.625%

2.12 5M
Government

Federal Home Loan Mortgage Corp. 5%

2.03 5M
Securitized

United States Treasury Bonds 5.125%

1.94 5M
Government

Federal Home Loan Mortgage Corp. 5%

1.72 4M
Securitized

Fnma Pass-Thru I 5.5%

1.71 4M
Securitized

United States Treasury Bonds 4.375%

1.42 3M
Government

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