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Morningstar

Return Stacked® US Stocks & Mgd Futs ETF RSST

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

Morningstar’s Analysis RSST

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

  • People Pillar

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

Weakness in Return Stacked ® US Stocks& Mgd Futs ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSST

More RSST Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

74.04 114.6 Mil
—

Cash Offset

65.42 101.3 Mil
—

E-mini S&P 500 Future June 24

41.96 65.0 Mil
—

British Pound Future Sept 24

16.47 25.5 Mil
Derivative

Dax Future June 24

16.11 24.9 Mil
—

E-mini Nasdaq 100 Future June 24

14.34 22.2 Mil
—

FTSE 100 Index Future June 24

13.78 21.3 Mil
—

DEPOSITS WITH BROKER FOR SHORT POSITIONS

13.34 20.6 Mil
Cash and Equivalents

Gold Future Aug 24

13.22 20.5 Mil
—

10 Year Treasury Note Future Sept 24

11.09 17.2 Mil
Government