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Cabana Target Beta ETF TDSB

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

Morningstar’s Analysis TDSB

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

  • People Pillar

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

Weakness in Cabana Target Beta 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

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TDSB

More TDSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Energy Select Sector SPDR® ETF

15.72 18.0 Mil
—

Consumer Staples Select Sector SPDR® ETF

15.14 17.4 Mil
—

SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF

14.81 17.0 Mil
—

Vanguard Long-Term Treasury ETF

14.30 16.4 Mil
—

Invesco DB US Dollar Bullish

10.25 11.8 Mil
—

Vanguard Long-Term Bond ETF

9.59 11.0 Mil
—

Invesco NASDAQ 100 ETF

4.93 5.7 Mil
—

JPMorgan Equity Premium Income ETF

4.90 5.6 Mil
—

iShares 7-10 Year Treasury Bond ETF

4.86 5.6 Mil
—

Health Care Select Sector SPDR® ETF

4.83 5.5 Mil
—