Morningstar

Sterling Capital Short Duration Bond ETF SCSB

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

Morningstar’s Analysis SCSB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Short Duration Bond ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 SCSB

More SCSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

5.44 2M
Government

Federated Hermes Treasury Obl Premier

2.20 740,678
Cash and Equivalents

Dryden 53 Clo Ltd 5.34249%

1.63 550,242
Securitized

TRICON RESIDENTAL TR 2025-SFR1 5.02465%

1.53 514,937
Securitized

Hertz Vehicle Financing LLC 6.15%

1.48 498,012
Securitized

Santander Drive Auto Receivables Trust 2025-2 4.87%

1.33 449,734
Securitized

Chase Mortgage Finance Trust 3.5%

1.26 424,293
Securitized

BENCHMARK 2023-V3 MORTGAGE TRUST 6.3629%

1.20 403,410
Securitized

Neuberger Berman Loan Advisers CLO 41 Ltd. 5.09249%

1.19 401,227
Securitized

LCM 33 Ltd / LCM 33 LLC 4.90921%

1.16 391,828
Securitized

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