The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Western Asset Short Duration Inc ETF WINC
Morningstar’s Analysis WINC
Will WINC outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |