Morningstar

3EDGE Dynamic Fixed Income ETF EDGF

Morningstar Medalist Rating
Medalist Rating as of | See 3EDGE Investment Hub

Morningstar’s Analysis EDGF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

3EDGE Dynamic Fixed Income 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 EDGF

More EDGF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares® 0-3 Month Treasury Bond ETF

19.39 95M
—

Global X 1-3 Month T-Bill ETF

18.99 93M
—

State Street® SPDR® Blmbg1-3MthT-BillETF

16.55 81M
—

Goldman Sachs Access Treasury 0-1 Yr ETF

12.18 60M
—

State Street® SPDR® Portfolio TIPS ETF

9.50 46M
—

iShares 3-7 Year Treasury Bond ETF

8.01 39M
—

Vanguard Intmdt-Term Trs ETF

6.00 29M
—

iShares TIPS Bond ETF

4.90 24M
—

State Street SPDR Port Itmt Term Trs ETF

3.95 19M
—

First American Government Obligs X

0.95 5M
Cash and Equivalents

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