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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Madison Short-Term Strategic Income ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSTI

More MSTI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 4.95%

2.37 1.5 Mil
Corporate

Discover Financial Services Inc. 4.1%

2.08 1.3 Mil
Corporate

Netflix, Inc. 6.38%

2.01 1.3 Mil
Corporate

GE Healthcare Technologies Inc. 4.8%

1.98 1.3 Mil
Corporate

Goldman Sachs Group, Inc. 4.48%

1.94 1.3 Mil
Corporate

PNC Financial Services Group Inc. 5.35%

1.91 1.2 Mil
Corporate

JPMorgan Chase & Co. 4.2%

1.91 1.2 Mil
Corporate

Fifth Third Bancorp 4.77%

1.86 1.2 Mil
Corporate

Sprint LLC 7.63%

1.84 1.2 Mil
Corporate

Murphy Oil USA Inc 5.63%

1.82 1.2 Mil
Corporate

Sponsor Center