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Negative Rated ETFs

We expect Negative-rated funds to underperform most of their Morningstar Category peers (or the category benchmark, if the fund is actively managed) after fees.

Name
Ticker
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
Ultrashort Bond
0.300
10
23
9
Active
WMMB® Q&J Slvmczpsgxpts Tlnqxvzk C
JKJ
Foreign Large Value
0.450
94
51
78
Passive
HTNC® RVyT Wbyvhy Pxpfjqndly LZQ
JVCP
Allocation--30% to 50% Equity
0.500
13
64
72
Active

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