Morningstar

Coolabah Active Composite Bond Fund ETF FIXD ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Coolabah Capital Investments Investment Hub

Morningstar’s Analysis FIXD

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

  • People Pillar

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

A strong management team and sound investment process underpin Coolabah Active Composite Bond Fund ETF's Morningstar Medalist Rating of Bronze.

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. The strategy changed its peer group in July, moving from the Alternative-Other category to the Bonds-Australia Morningstar Category.

by Morningstar Manager Research
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