Morningstar

IDX Dynamic Fixed Income ETF DYFI

Morningstar Medalist Rating
Medalist Rating as of | See IDX Insights Investment Hub

Morningstar’s Analysis DYFI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

IDX Dynamic Fixed 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 DYFI

More DYFI 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

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20.52 13M
—

PIMCO Multisector Bond Active ETF

19.99 13M
—

VanEck Fallen Angel HiYld Bd ETF

19.67 12M
—

VanEck CLO ETF

10.23 6M
—

State Street® Blackstone Senior Loan ETF

10.10 6M
—

Vanguard Short-Term Infl-Prot Secs ETF

8.06 5M
—

iShares 1-5 Year Invmt Grd Corp Bd ETF

6.21 4M
—

State Street® SPDR® Blmbg1-3MthT-BillETF

5.22 3M
—

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