Morningstar

Madison Short-Term Strategic Income ETF MSTI

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

Morningstar’s Analysis MSTI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Short-Term Strategic Income 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 MSTI

More MSTI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

3.05 1M
Cash and Equivalents

United States Treasury Notes 4.63%

2.60 1M
Government

United States Treasury Notes 4.13%

2.47 1M
Government

Federal National Mortgage Association 5%

2.31 1M
Securitized

JPMorgan Chase & Co. 4.2%

2.25 1M
Corporate

AerCap Ireland Capital Designated Activity Co. / AerCap Global Aviation Tru

2.15 1M
Corporate

Federal National Mortgage Association 5.5%

2.11 1M
Securitized

Huntington Bancshares Incorporated 6.21%

2.11 1M
Corporate

PNC Financial Services Group Inc. 5.35%

2.09 1M
Corporate

Energy Transfer LP 5.25%

2.07 992,685
Corporate

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