Morningstar

F/m Compoundr High Yield Bond ETF CPHY

Morningstar Medalist Rating
Medalist Rating as of | See F/m Acceleration Investment Hub

Morningstar’s Analysis CPHY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

F/m Compoundr High Yield 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 CPHY

More CPHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Broad USD High Yield Corp Bd ETF

50.03 2M
—

State Street® SPDR® Port Hi Yld Bd ETF

49.97 2M
—

US DOLLARS

0.01 485
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.02 −523
—

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