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Morningstar

F/M 3-Yr Invmt Grd Corp Bd ETF ZTRE

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

Morningstar’s Analysis ZTRE

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

  • People Pillar

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

F/ M 3-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 Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZTRE

More ZTRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.95 170,716
Cash and Equivalents

Blue Owl Credit Income Corp. 7.75%

0.27 47,534
Corporate

The Toronto-Dominion Bank 4.69%

0.26 47,242
Corporate

HF Sinclair Corp. 6.38%

0.26 47,205
Corporate

Hexcel Corporation 4.2%

0.26 47,140
Corporate

Oneok Inc. 5.55%

0.26 47,134
Corporate

Southwest Airlines Co. 5.13%

0.26 46,730
Corporate

Howmet Aerospace Inc 5.9%

0.26 46,656
Corporate

Guardian Life Global Funding 5.55%

0.26 46,649
Corporate

Pulte Group Inc 5%

0.26 46,611
Corporate