Morningstar

Northern Trust Credit-Scored US Long Corporate Bond ETF LKOR

Morningstar Medalist Rating
Medalist Rating as of | See Northern Trust Investment Hub

Morningstar’s Analysis LKOR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Northern Trust Crdt Scrd US LngCorpBdETF 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 LKOR

More LKOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc. 4.05%

1.42 428,157
Corporate

Comcast Corporation 2.937%

1.27 383,334
Corporate

Wells Fargo & Co. 5.013%

1.02 308,420
Corporate

Salesforce Inc. 6.55%

0.99 297,578
Corporate

NVIDIA Corp. 5.55%

0.89 267,229
Corporate

Philip Morris International Inc. 6.375%

0.88 264,922
Corporate

Cash

0.79 237,820
Cash and Equivalents

Bank of America Corp. 2.676%

0.78 236,219
Corporate

Altria Group, Inc. 5.375%

0.76 229,062
Corporate

HSBC Holdings PLC 6.332%

0.75 225,145
Corporate

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