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 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.

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 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 26

4.07 26M
Government

United States Treasury Bonds 4.25%

2.98 19M
Government

United States Treasury Bonds 1.375%

2.48 16M
Government

US Treasury Bond Future Sept 26

1.84 12M
Government

United States Treasury Notes 1.875%

1.79 11M
Government

Federal Home Loan Mortgage Corp. 3.5%

1.34 8M
Securitized

United States Treasury Bonds 2.5%

1.29 8M
Government

Federal Home Loan Mortgage Corp. 5%

1.26 8M
Securitized

Federal Home Loan Mortgage Corp. 3.5%

1.24 8M
Securitized

Federal National Mortgage Association 4%

1.20 8M
Securitized

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