Ocean Park High 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.
Ocean Park High Income ETF DUKH
Morningstar’s Analysis DUKH
Will DUKH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DUKH 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 DUKH’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® Port Hi Yld Bd ETF | 39.79 | 8M | — |
Global X US Preferred ETF | 20.09 | 4M | — |
Invesco Senior Loan ETF | 19.82 | 4M | — |
Stt Strt® SPDR® Nuveen ICE HY Muncpl ETF | 10.05 | 2M | — |
iShares JP Morgan USD Em Mkts Bd ETF | 5.06 | 969,535 | — |
VanEck JPMorgan EMLcl Ccy Bd ETF | 4.95 | 948,471 | — |
Cash & Cash Equivalents | 0.25 | 46,987 | Cash and Equivalents |
United States