FlexShares Crdt-Scrd US Lng Corp Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR
Morningstar’s Analysis LKOR
Will LKOR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LKOR 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 LKOR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
McDonald's Corp. 4.875% | 0.92 | 284,054 | Corporate |
Altria Group, Inc. 5.375% | 0.80 | 247,138 | Corporate |
Alphabet Inc. 5.3% | 0.79 | 246,508 | Corporate |
B.A.T. Capital Corporation 4.39% | 0.78 | 241,401 | Corporate |
Enterprise Products Operating LLC 4.85% | 0.70 | 216,829 | Corporate |
HSBC Holdings PLC 5.25% | 0.69 | 213,565 | Corporate |
Visa Inc 4.3% | 0.68 | 210,253 | Corporate |
AT&T Inc 6.05% | 0.67 | 207,005 | Corporate |
Duke Energy Corp 3.75% | 0.66 | 203,759 | Corporate |
Comcast Corporation 5.35% | 0.57 | 175,736 | Corporate |
United States