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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 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 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UBS Group AG

2.49 270,499
Corporate

HALCYON LOAN ADVISORS FUNDING 2017-2 LTD

2.33 253,759
Securitized

CIFC Funding 2017-II, Ltd.

2.33 253,501
Securitized

ZF North America Capital, Inc.

2.31 251,459
Corporate

Melco Resorts Finance Limited

2.18 237,307
Corporate

BNY CASH RESERVE

2.10 228,509
Cash and Equivalents

NEUBERGER BERMAN LOAN ADVISERS CLO 42 LTD

1.96 212,957
Securitized

ENEL Finance International N.V.

1.93 210,206
Corporate

BNP Paribas SA

1.90 206,713
Corporate

Swedbank AB (publ)

1.87 203,341
Corporate