Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
IDX Dynamic Fixed Income ETF DYFI
Morningstar’s Analysis DYFI
Will DYFI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares iBoxx $ High Yield Corp Bd ETF | 38.47 | 9.9 Mil | — |
VanEck Fallen Angel HiYld Bd ETF | 24.19 | 6.2 Mil | — |
iShares iBoxx $ Invmt Grade Corp Bd ETF | 12.57 | 3.2 Mil | — |
iShares 7-10 Year Treasury Bond ETF | 12.48 | 3.2 Mil | — |
iShares 20+ Year Treasury Bond ETF | 12.30 | 3.2 Mil | — |