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LeaderSharesTM AlphaFactor® US Cr Eq ETF LSAF

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Asset Investment Hub

Morningstar’s Analysis LSAF

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

  • People Pillar

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

Weakness in LeaderSharesTM AlphaFactor ® US Cr Eq ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSAF

More LSAF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.24 1.8 Mil
Utilities

Tenet Healthcare Corp

1.20 1.7 Mil
Healthcare

NRG Energy Inc

1.19 1.7 Mil
Utilities

Alphabet Inc Class A

1.15 1.6 Mil
Communication Services

Wingstop Inc

1.11 1.6 Mil
Consumer Cyclical

Synchrony Financial

1.11 1.6 Mil
Financial Services

Stifel Financial Corp

1.10 1.6 Mil
Financial Services

GoDaddy Inc Class A

1.10 1.6 Mil
Technology

Pilgrims Pride Corp

1.09 1.6 Mil
Consumer Defensive

TD Synnex Corp

1.09 1.6 Mil
Technology