Morningstar

Thornburg Core Plus Bond ETF TPLS

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

Morningstar’s Analysis TPLS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Thornburg Core Plus Bond ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TPLS

More TPLS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Treasury Security Stripped Interest Security 0%

10.47 2M
Government

PRKCM 2023-AFC1 TRUST 7.304%

2.67 541,436
Securitized

U.S. Treasury Security Stripped Interest Security 0%

2.54 515,316
Government

Thornburg Capital Management

2.44 494,003
—

U.S. Treasury Security Stripped Interest Security 0%

2.00 404,389
Government

Federal Home Loan Mortgage Corp. 3%

1.82 368,898
Securitized

Government National Mortgage Association 3%

1.46 295,473
Securitized

United States Treasury Bonds 0.125%

1.42 288,590
Government

Federal National Mortgage Association 4.5%

1.18 239,792
Securitized

Federal National Mortgage Association 4%

1.15 232,908
Securitized

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