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Morningstar

BMO High Yld US Corp Bd ETF ZJK

Morningstar Medalist Rating
Medalist Rating as of | See BMO Investment Hub

Morningstar’s Analysis ZJK

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

  • People Pillar

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

BMO High Yld US Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZJK

More ZJK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.875%

0.45 4.7 Mil
Corporate

Us Dollar

0.42 4.3 Mil
Cash and Equivalents

DISH Network Corporation 11.75%

0.41 4.3 Mil
Corporate

Tibco Software Inc 6.5%

0.41 4.2 Mil
Corporate

Cloud Software Group Inc.

0.40 4.2 Mil
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.39 4.0 Mil
Corporate

HUB International Ltd. 7.25%

0.37 3.8 Mil
Corporate

Venture Global LNG Inc. 9.5%

0.37 3.8 Mil
Corporate

Carnival Corporation 5.75%

0.36 3.7 Mil
Corporate

Panther Escrow Issuer LLC / Panther Co-Issuer Inc. 7.125%

0.33 3.4 Mil
Corporate