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Morningstar

Cabana Target Drawdown 10 ETF TDSC

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

Morningstar’s Analysis TDSC

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

  • People Pillar

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

Weakness in Cabana Target Drawdown 10 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 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 TDSC

More TDSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco NASDAQ 100 ETF

15.37 37.5 Mil
—

iShares Select Dividend ETF

14.96 36.5 Mil
—

Health Care Select Sector SPDR® ETF

14.95 36.5 Mil
—

Energy Select Sector SPDR® ETF

14.26 34.8 Mil
—

Utilities Select Sector SPDR® ETF

10.27 25.0 Mil
—

PIMCO Commodity Strategy Act Exc-Trd Fd

9.64 23.5 Mil
—

Technology Select Sector SPDR® ETF

5.13 12.5 Mil
—

iShares Latin America 40 ETF

5.11 12.5 Mil
—

Vanguard Large-Cap ETF

5.04 12.3 Mil
—

Consumer Staples Select Sector SPDR® ETF

4.98 12.1 Mil
—