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Morningstar

iMGP DBi Hedge Strategy ETF DBEH

Morningstar Medalist Rating
Medalist Rating as of | See iM Global Investment Hub

Morningstar’s Analysis DBEH

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

  • People Pillar

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

Weakness in iMGP DBi Hedge Strategy ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DBEH

More DBEH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.01%

50.86 30.2 Mil
Government

2 Year Treasury Note Future Mar 24

15.58 9.3 Mil
Government

3 Month Sofr Fut Jun25 Xcme 20250916

15.46 9.2 Mil
Government

Msci Eafe Mar24 Ifus 20240315

4.92 2.9 Mil
—

Nasdaq 100 E-Mini Mar24 Xcme 20240315

4.58 2.7 Mil
—

S+P Mid 400 Emini Mar24 Xcme 20240315

3.78 2.2 Mil
—

E-Mini Russ 2000 Mar24 Xcme 20240315

2.93 1.7 Mil
—

Euro FX Mar24

2.79 1.7 Mil
Derivative

Fed Fund 30Day Apr24 Xcbt 20240430

2.00 1.2 Mil
Government

Fixed Inc Clearing Corp.Repo

1.96 1.2 Mil
Cash and Equivalents