Morningstar

Coolabah Active Composite Bond Fund ETF FIXD

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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Portfolio Holdings FIXD

More FIXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Westpac Banking Corp.

4.27 23.0 Mil
Corporate

Commonwealth Bank of Australia

4.24 22.8 Mil
Corporate

Fx

4.09 22.0 Mil
Derivative

Australia (Commonwealth of)

4.03 21.7 Mil
Government

National Australia Bank Ltd.

3.40 18.3 Mil
Corporate

Suncorp-Metway Limited

3.35 18.0 Mil
Corporate

Commonwealth Bank of Australia

3.04 16.3 Mil
Corporate

Westpac Banking Corp.

2.99 16.1 Mil
Corporate

Westpac Banking Corp.

2.89 15.6 Mil
Corporate

Commonwealth Bank of Australia

2.84 15.3 Mil
Corporate

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