Morningstar

Sound Enhanced Fixed Income ETF FXED

Morningstar Medalist Rating
Medalist Rating as of | See Sound Income Strategies Investment Hub

Morningstar’s Analysis FXED

Will FXED outperform in the 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 FXED’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sound Enhanced Fixed Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FXED

More FXED Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Financial Group, Inc. 5.63%

2.58 950,003
Corporate

Golub Capital BDC Inc

2.56 941,932
Financial Services

Sixth Street Specialty Lending Inc

2.42 891,113
Financial Services

Hercules Capital Inc

2.22 817,802
Financial Services

Prudential Financial, Inc. 5.95%

2.22 817,730
Corporate

Equitable Holdings Inc 4.30% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

2.21 813,880
Financial Services

Truist Financial Corp PRF PERPETUAL USD - Ser R

2.21 812,171
Financial Services

VanEck EM High Yield Bond ETF

2.21 811,663
—

Bank of America Corp 4.125% PRF PERPETUAL USD 25 - 1/1,000th Int Ser PP

2.19 806,448
Financial Services

NextEra Energy Capital Holdings Inc 5.65%

2.19 805,585
Corporate

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