Morningstar

Beacon Tactical Risk ETF BTR

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

Morningstar’s Analysis BTR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Beacon Tactical Risk 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 BTR

More BTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Information Technology ETF

11.35 4M
—

Vanguard Energy ETF

10.59 4M
—

Vanguard Industrials ETF

9.59 3M
—

Vanguard Materials ETF

9.25 3M
—

Vanguard Health Care ETF

8.83 3M
—

Vanguard Communication Services ETF

8.73 3M
—

Vanguard Consumer Discretionary ETF

8.50 3M
—

Vanguard Utilities ETF

8.41 3M
—

Vanguard Real Estate ETF

8.38 3M
—

Vanguard Financials ETF

8.06 3M
—

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