Morningstar

VanEck BDC Income ETF BIZD

Morningstar Medalist Rating
Medalist Rating as of | See VanEck Investment Hub

Morningstar’s Analysis BIZD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VanEck BDC 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BIZD

More BIZD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Slk5w2ne Trs Usd R E Mvbdctrg

35.44 533M
—

United States Treasury Bills 0%

19.37 291M
Government

United States Treasury Bills 0%

18.42 277M
Government

Ares Capital Corp

13.68 206M
Financial Services

Main Street Capital Corp

5.26 79M
Financial Services

Blue Owl Capital Corp Ordinary Shares

5.13 77M
Financial Services

Blackstone Secured Lending Fund Ordinary Shares

4.99 75M
Financial Services

Us Dollar

3.36 51M
Cash and Equivalents

Golub Capital BDC Inc

2.82 42M
Financial Services

Hercules Capital Inc

2.77 42M
Financial Services

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