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Morningstar

Western Asset Short Duration Inc ETF WINC

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis WINC

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

  • People Pillar

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

Strength in Western Asset Short Duration Inc ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WINC

More WINC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY CASH RESERVE

5.55 739,337
Cash and Equivalents

UBS Group AG

2.05 272,876
Corporate

Bank of America Corp.

1.88 250,803
Corporate

CIFC Funding 2017-II, Ltd.

1.88 250,588
Securitized

ZF North America Capital, Inc.

1.88 250,077
Corporate

Melco Resorts Finance Limited

1.78 236,970
Corporate

Goldman Sachs Group, Inc.

1.63 216,874
Corporate

BNP Paribas SA

1.59 212,221
Corporate

Aviation Capital Group LLC

1.58 210,817
Corporate

NEUBERGER BERMAN LOAN ADVISERS CLO 42 LTD

1.58 210,639
Securitized