Morningstar

Bluemonte Dynamic Total Market ETF BLUX

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

Morningstar’s Analysis BLUX

Will BLUX outperform in the 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 BLUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bluemonte Dynamic Total Market ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BLUX

More BLUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® Port S&P 500® ETF

48.21 289M
—

Vanguard Russell 2000 ETF

30.98 185M
—

iShares Morningstar Small-Cap Value ETF

15.40 92M
—

Schwab US Small-Cap ETF™

5.26 31M
—

Cash

0.16 964,676
Cash and Equivalents

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