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Morningstar

Liquid Strategies

Liquid Strategies Parent Rating

Below Average
Morningstar Manager Research

In an increasingly competitive industry, Liquid Strategies falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

Aside from the overall view, the firm's portfolio managers have worked to align their interests with investors' by taking a personal stake and investing alongside them. Almost 43% of the firm’s assets are covered by invested managers. Longest-tenured managers’ average asset-weighted tenure within the firm is slim, four years, compared with peer firms. This contributes negatively to the rating, as the current managers have limited experience running strategies at the firm. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Liquid Strategies Investments

Exchange-Traded Funds

See All Liquid Strategies ETFs

Market

US ETFs

Total Net Assets

333.04 Mil

Investment Flows (TTM)

−110.01 Mil

Asset Growth Rate (TTM)

−27.46%

# of Share Classes

7
Morningstar Rating # of Share Classes
1
0
2
4
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Overlay Shares Municipal Bond ETF—
Overlay Shares Foreign Equity ETF—
Overlay Shares Large Cap Equity ETF—
Overlay Shares Hedged Lrg Cp Eq ETF—
Overlay Shares Short Term Bond ETF—
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Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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  • Percentile Rank

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