Morningstar

Sterling Capital Enhanced Core Bond ETF SCEC

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub

Morningstar’s Analysis SCEC

Will SCEC outperform in the 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 SCEC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Enhanced Core Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCEC

More SCEC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.5%

2.24 15M
Government

United States Treasury Bonds 1.375%

2.11 14M
Government

10 Year Treasury Note Future Dec 26

2.05 13M
Government

United States Treasury Bonds 4.25%

1.89 12M
Government

2 Year Treasury Note Future Dec 26

1.57 10M
Government

US Treasury Bond Future Dec 26

1.55 10M
Government

Federated Hermes Treasury Obl Premier

1.32 9M
Cash and Equivalents

Federal Home Loan Mortgage Corp. 3.5%

1.22 8M
Securitized

Federal Home Loan Mortgage Corp. 5%

1.16 8M
Securitized

Federal Home Loan Mortgage Corp. 3.5%

1.14 7M
Securitized

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