Rareview Dynamic Fixed Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Rareview Dynamic Fixed Income ETF RDFI
Morningstar’s Analysis RDFI
Will RDFI 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 RDFI 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 RDFI’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 45.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley Emerging Markets Domestic Debt Fund Inc | 6.94 | 6M | — |
BlackRock Credit Allocation Inc | 4.94 | 4M | — |
Blackrock Muniholdings Fund Inc | 4.90 | 4M | — |
Templeton Emerging Markets Income Fund | 4.67 | 4M | — |
Aberdeen Asia-Pacific Inc | 4.60 | 4M | — |
Brookfield Real Assets Income Fund Inc. | 4.27 | 3M | — |
Western Asset Emg Markets Debt Fund Inc | 3.93 | 3M | — |
BlackRock Corporate High Yield Fund Inc | 3.77 | 3M | — |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 3.63 | 3M | — |
Western Asset High Income Oppor Fd Inc | 3.46 | 3M | — |
United States