Morningstar

Beacon Unified Catalyst ETF BSR

Morningstar Medalist Rating
Medalist Rating as of | See Beacon Capital Investment Hub

Morningstar’s Analysis BSR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Beacon Unified Catalyst ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSR

More BSR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® S&P 500® ETF

25.53 9M
—

Invesco QQQ Trust

24.29 8M
—

State Street® SPDR® Port S&P 500® ETF

3.48 1M
—

State StreetSPDRPortS&P1500CompStkMktETF

3.46 1M
—

Vanguard Energy ETF

2.82 956,716
—

Vanguard Health Care ETF

2.48 840,567
—

PIMCO Multisector Bond Active ETF

2.39 809,042
—

T. Rowe Price Small-Mid Cap ETF

2.35 797,335
—

VictoryShares Free Cash Flow Growth ETF

2.34 793,515
—

Vanguard Consumer Staples ETF

2.34 792,555
—

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