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Morningstar

Hull Tactical US ETF HTUS

Morningstar Medalist Rating
Medalist Rating as of | See Hull Tactical Funds Investment Hub

Morningstar’s Analysis HTUS

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

  • People Pillar

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

Increased confidence in Hull Tactical US ETF's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HTUS

More HTUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

50.32 23.9 Mil
—

Cash & Cash Equivalents

8.22 3.9 Mil
Cash and Equivalents

E-mini S&P 500 Future June 24

7.62 3.6 Mil
—

United States Treasury Bills 0%

4.13 2.0 Mil
Government

United States Treasury Bills 0%

2.10 997,507
Government

United States Treasury Bills 0%

2.10 995,458
Government

United States Treasury Bills 0%

2.09 994,423
Government

United States Treasury Bills 0%

2.09 992,688
Government

United States Treasury Bills 0%

2.09 991,404
Government

United States Treasury Bills 0%

2.08 989,688
Government