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Morningstar

F/M 10-Yr Invmt Grd Corp Bd ETF ZTEN

Morningstar Medalist Rating
Medalist Rating as of | See F/m Acceleration Investment Hub

Morningstar’s Analysis ZTEN

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

  • People Pillar

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

F/ M 10-Yr Invmt Grd Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZTEN

More ZTEN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

1.29 177,895
Cash and Equivalents

Jbs Usa Lux SA/Jbs Usa Food Company/Jbs Usa Finance Inc 6.75%

0.45 62,910
Corporate

Broadcom Inc 3.47%

0.45 62,728
Corporate

Paccar Financial Corp 5%

0.45 62,717
Corporate

Kyndryl Holdings Inc 6.35%

0.45 62,628
Corporate

Capital One Financial Corp. 6.05%

0.45 62,548
Corporate

Waste Connections Inc (CA) Inc 5%

0.45 62,547
Corporate

Motorola Solutions Inc 5.4%

0.45 62,545
Corporate

Carrier Global Corporation 5.9%

0.45 62,502
Corporate

Narragansett Electric Co. 5.35%

0.45 62,480
Corporate