Morningstar

NYLIM MacKay Core Plus Bond ETF CPLB

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub

Morningstar’s Analysis CPLB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM MacKay Core Plus Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CPLB

More CPLB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.375%

7.20 31M
Government

United States Treasury Bonds 5.125%

4.73 21M
Government

United States Treasury Bonds 5.125%

2.75 12M
Government

5 Year Treasury Note Future Dec 26

2.40 10M
Government

Ultra US Treasury Bond Future Dec 26

2.24 10M
Government

BlackRock Liquidity Treasury Instl

2.01 9M
Cash and Equivalents

2 Year Treasury Note Future Dec 26

1.82 8M
Government

United States Treasury Notes 4.375%

1.26 5M
Government

Ultra 10 Year US Treasury Note Future Dec 26

1.21 5M
Government

United States Treasury Notes 4.125%

0.73 3M
Government

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