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Morningstar

Preferred-Plus ETF IPPP

Morningstar Medalist Rating
Medalist Rating as of | See Innovative Portfolios Investment Hub

Morningstar’s Analysis IPPP

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

  • People Pillar

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

Preferred-Plus ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPPP

More IPPP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Synovus Financial Corp Pfd

2.11 230,274
Financial Services

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep

2.04 223,284
Financial Services

JPMorgan Chase & Co Pfd

1.94 211,699
Financial Services

Banc of California Inc 7.75% PRF PERPETUAL USD - 1/40th int Ser F

1.70 185,977
Financial Services

KeyCorp FXDFR PRF PERPETUAL USD 25 - Ser H

1.70 185,501
Financial Services

WESCO International Inc 10.625% PRF PERPETUAL USD 25 - Ser A 1/1000 Dep Sh

1.61 176,232
Industrials

Energy Transfer LP FXDFR PRF PERPETUAL USD 25 - Ser E

1.56 170,774
Energy

American Equity Investment Life Holding Co Series A

1.56 170,194
Financial Services

American Equity Investment Life Holding Co PRF PERPETUAL USD 25 - Ser B 1/1

1.50 164,010
Financial Services

Morgan Stanley DR

1.50 163,820
Financial Services