Morningstar

LeaderShares® Dynamic Yield ETF DYLD

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Investment Management Investment Hub

Morningstar’s Analysis DYLD

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LeaderShares® Dynamic Yield 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 DYLD

More DYLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

55.42 20M
Government

Cash & Cash Equivalents

6.15 2M
Cash and Equivalents

DISH DBS Corporation 5.75%

0.35 125,754
Corporate

Tenneco LLC 8%

0.31 114,046
Corporate

Neptune BidCo US Inc. 9.29%

0.29 105,325
Corporate

Cloud Software Group Inc. 9%

0.29 105,171
Corporate

Tibco Software Inc 6.5%

0.29 103,759
Corporate

Uber Technologies Inc 4.5%

0.29 103,413
Corporate

Ingram Micro Inc. 4.75%

0.28 102,870
Corporate

Davita Inc 4.625%

0.28 102,500
Corporate

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