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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 sizable 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 0
  • Bond Holdings 5
  • Other Holdings 7
  • % Assets in Top 10 Holdings −28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.01%

113.61
24,586,677
Government

MSCI EAFE NTR (USD) - Stnd Index Future Sept23

17.43
3,772,125
—

Usd

14.75
3,192,921
Cash and Equivalents

Nasdaq 100 E-Mini Sep23 Xcme 20230915

12.76
2,760,660
—

Msci Emgmkt Sep23 Ifus 20230915

11.53
2,494,750
—

S+P Mid 400 Emini Sep23 Xcme 20230915

8.55
1,850,870
—

E-Mini Russ 2000 Sep23 Xcme 20230915

2.64
571,110
—

Fed Fund 30Day Oct23 Xcbt 20231031

1.82
394,448
Government

Us Ultra Bond Cbt Sep23 Xcbt 20230920

−6.92
−1,498,406
Government

Us Long Bond(Cbt) Sep23 Xcbt 20230920

−7.04
−1,522,875
Government