Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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|
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
|
|---|---|---|---|---|---|---|---|
| SRH U.S. Quality GARP ETF | SRHQ | Mid-Cap Blend | 18.87% | 12 | 0.350% | ||
| SRH REIT Covered Call ETF | SRHR | Real Estate | — | 7.70% | 28 | 0.750% |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.