Morningstar

Northern Trust Ultra-Short Fixed Income ETF RAVI

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

Morningstar’s Analysis RAVI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Northern Trust Ultra-Short Fixed Inc 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 RAVI

More RAVI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Banks 0%

2.90 47M
Cash and Equivalents

Walt Disney Company 4.408%

2.40 39M
Corporate

Merck & Co., Inc 4.508%

1.70 28M
Corporate

Bank of America Corp. 5.072%

1.49 24M
Corporate

Abbott Laboratories 4.42%

1.42 23M
Corporate

AT&T Inc 3.8%

1.41 23M
Corporate

Ingersoll Rand Inc 5.197%

1.23 20M
Corporate

Royal Bank of Canada 4.516%

1.23 20M
Corporate

Truist Bank (North Carolina) 4.58%

1.11 18M
Corporate

Chevron USA Inc 4.521%

1.06 17M
Corporate

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