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Western Asset Short Duration Inc ETF WINC

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings WINC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY CASH RESERVE

2.78 300,451
Cash and Equivalents

UBS Group AG

2.52 272,621
Corporate

HALCYON LOAN ADVISORS FUNDING 2017-2 LTD

2.33 252,412
Securitized

CIFC Funding 2017-II, Ltd.

2.33 252,256
Securitized

ZF North America Capital, Inc.

2.29 247,489
Corporate

Melco Resorts Finance Limited

2.23 241,000
Corporate

NEUBERGER BERMAN LOAN ADVISERS CLO 42 LTD

1.96 211,982
Securitized

BNP Paribas SA

1.94 210,009
Corporate

ENEL Finance International N.V.

1.89 204,969
Corporate

Swedbank AB (publ)

1.89 204,394
Corporate