Morningstar

Liquid Strategies ETFs

View all of Liquid Strategies’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.

Liquid Strategies ETFs List

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Overlay Shares Municipal Bond ETFOVMMuni National Long—−1.18%10.810%
Overlay Shares Large Cap Equity ETFOVLDerivative Income
15.74%200.790%
Overlay Shares Foreign Equity ETFOVFForeign Large Blend
14.66%200.830%
Overlay Shares Short Term Bond ETFOVTShort-Term Bond
1.60%50.790%
Overlay Shares Hedged Large Cap Equity ETFOVLHEquity Hedged
7.89%540.800%
Overlay Shares Core Bond ETFOVBIntermediate Core Bond
−1.03%40.790%
Overlay Shares Small Cap Equity ETFOVSSmall Blend
17.99%220.830%

Liquid Strategies ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center