Morningstar

American Century® Short Duration Strategic Income ETF SDSI

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis SDSI

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

  • People Pillar

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

The risk profile is elevated in this offering.

Analyst Peter Como

Peter Como

Analyst

Summary

American Century Short Duration Strategic Income ETF’s team turnover and relatively aggressive approach limit the strategy’s appeal. Morningstar is initiating coverage of the exchange-traded fund with Average People and Process ratings.

by Peter Como
Rated on Published on

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Portfolio Holdings SDSI

More SDSI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US TREASURY N/B 09/28 4.75

12.74 46M
Government

2 Year Treasury Note Future Dec 26

10.95 40M
Government

Bp4t0fdr2 Cds Usd R V 03mevent Sp4t0fdr2_pro Ccpcdx

3.27 12M
Derivative

Ssc Government Mm Gvmxx

1.61 6M
Cash and Equivalents

Global Atlantic Finance Co. 4.4%

0.59 2M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

0.56 2M
Corporate

American Airlines, Inc. 7.25%

0.55 2M
Corporate

Expand Energy Corp. 5.375%

0.54 2M
Corporate

Medline Borrower LLP / Medline Co-Issuer Inc. 6.25%

0.53 2M
Corporate

Australia & New Zealand Banking Group Ltd. 2.57%

0.53 2M
Corporate

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