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AAM Low Duration Pref & Inc Secs ETF PFLD

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

Morningstar’s Analysis PFLD

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

  • People Pillar

    The People Pillar is our evaluation of the PFLD 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 PFLD’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 AAM Low Duration Pref& Inc Secs ETF to a Morningstar Medalist Rating of Neutral.

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 PFLD

More PFLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.60 8.6 Mil
Cash and Equivalents

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

2.48 8.2 Mil
Financial Services

The Goldman Sachs Group Inc DR

2.44 8.0 Mil
Financial Services

JPMorgan Chase & Co Pfd

2.26 7.4 Mil
Financial Services

Duke Energy Corp 5.75% PRF PERPETUAL USD 25 - Ser A 1/1000th Int

1.95 6.4 Mil
Utilities

U.S. Bancorp DR

1.70 5.6 Mil
Financial Services

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep

1.58 5.2 Mil
Financial Services

Charles Schwab Corp DR

1.47 4.8 Mil
Financial Services

Bank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int

1.45 4.8 Mil
Financial Services

7.125% Fixed-Rate Rst Sbd Dbtrs due 2052

1.42 4.7 Mil
Corporate