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Morningstar

F/M 2-Yr Invmt Grd Corp Bd ETF ZTWO

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

Morningstar’s Analysis ZTWO

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

  • People Pillar

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

F/ M 2-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 sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZTWO

More ZTWO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.84 83,445
Cash and Equivalents

Mid-America Apartments, L.P. 4%

0.28 28,426
Corporate

NNN REIT Inc 4%

0.28 28,375
Corporate

Keurig Dr Pepper Inc 3.4%

0.28 28,143
Corporate

Apple Inc. 3.25%

0.27 27,176
Corporate

Intuit Inc 5.25%

0.27 27,163
Corporate

HCA Inc. 5.88%

0.27 27,064
Corporate

Bank of Montreal 5.3%

0.27 26,986
Corporate

Voya Financial Inc 3.65%

0.27 26,976
Corporate

FMC Corp. 5.15%

0.27 26,820
Corporate