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Innovator S&P Investment Grade Prfrd ETF EPRF

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

Morningstar’s Analysis EPRF

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

  • People Pillar

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

Innovator S&P Investment Grade Prfrd ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EPRF

More EPRF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cullen/Frost Bankers Inc 4.45% PRF PERPETUAL USD 25 - Ser B

5.32 5.8 Mil
Financial Services

Enstar Group Ltd FXDFR PRF PERPETUAL USD 25 - Ser D 1/1000th Int

5.22 5.7 Mil
Financial Services

Axis Capital Holdings Ltd 5.50% PRF PERPETUAL USD 25 - Ser E 1/100 Sh

5.21 5.6 Mil
Financial Services

Northern Trust Corp Series E

5.12 5.5 Mil
Financial Services

The Hartford Financial Services Group Inc Pfd

5.11 5.5 Mil
Financial Services

Bank of Hawaii Corp 4.375% PRF PERPETUAL USD 25 - Ser A 1/40th Int

4.86 5.3 Mil
Financial Services

Equitable Holdings Inc 4.30% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

2.72 2.9 Mil
Financial Services

RenaissanceRe Holdings Ltd 4.20% PRF PERPETUAL USD 25 - Ser G 1/1000th int

2.61 2.8 Mil
Financial Services

Equitable Holdings Inc 5.25% PRF PERPETUAL USD 25 1/1000th Int Ser A

2.57 2.8 Mil
Financial Services

State Street Corporation DR

2.57 2.8 Mil
Financial Services