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Morningstar

Janus Henderson B-BBB CLO ETF JBBB

Morningstar Analyst Rating
Quantitative rating as of | See Janus Henderson Investment Hub

Morningstar’s Analysis JBBB

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

People Pillar

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

Summary

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Janus Henderson B-BBB CLO ETF's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JBBB

More JBBB Holdings
  • Current Portfolio Date Mar 28, 2023
  • Equity Holdings 0
  • Bond Holdings 51
  • Other Holdings 3
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BLUEMOUNTAIN CLO XXVIII LTD 0%

4.04
3,004,904
Securitized

DRYDEN 60 CLO LTD 0%

3.90
2,903,319
Securitized

CARLYLE US CLO 2021-10 LTD 0%

3.60
2,681,418
Securitized

Lcm 31 Ltd / Lcm 31 FRN 0%

3.51
2,611,974
Securitized

RAD CLO 18 LTD 0%

3.17
2,359,274
Securitized

SIXTH STREET CLO XIX LTD 0%

3.06
2,275,675
Securitized

NEUBERGER BERMAN LOAN ADVISERS CLO 33 LTD 0%

3.05
2,270,932
Securitized

OAKTREE CLO 2019-3 LTD 0%

3.04
2,261,560
Securitized

KKR STATIC CLO 2 LTD 0%

2.61
1,944,866
Securitized

Madison Park Funding Xvii Ltd 0%

2.58
1,916,892
Securitized