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RPAR Risk Parity ETF RPAR

Morningstar Medalist Rating
Medalist Rating as of | See Evoke Investment Hub

Morningstar’s Analysis RPAR

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit RPAR Risk Parity ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RPAR

More RPAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ultra US Treasury Bond Future Sept 24

18.59 115.3 Mil
Government

10 Year Treasury Note Future Sept 24

17.76 110.2 Mil
Government

Vanguard Total Stock Market ETF

12.78 79.2 Mil
—

First American Government Obligs X

12.24 75.9 Mil
Cash and Equivalents

SPDR® Gold MiniShares

9.85 61.1 Mil
—

Vanguard FTSE Emerging Markets ETF

7.51 46.6 Mil
—

Vanguard FTSE Developed Markets ETF

4.93 30.6 Mil
—

United States Treasury Bonds 1.38%

4.38 27.2 Mil
Government

United States Treasury Bonds 0.63%

3.80 23.6 Mil
Government

United States Treasury Bonds 0.75%

3.71 23.0 Mil
Government