Tactical Advantage ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Tactical Advantage ETF FDAT
Morningstar’s Analysis FDAT
Will FDAT outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FDAT 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 FDAT’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 75.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares® 0-3 Month Treasury Bond ETF | 14.81 | 5M | — |
First American Government Obligs X | 12.21 | 4M | Cash and Equivalents |
Vanguard Growth ETF | 8.25 | 3M | — |
State Street®HlthCrSelSectSPDR®ETF | 8.14 | 3M | — |
Vanguard Mid-Cap Growth ETF | 8.00 | 3M | — |
iShares Core High Dividend ETF | 8.00 | 3M | — |
Invesco S&P MidCap Momentum ETF | 6.19 | 2M | — |
iShares US Aerospace & Defense ETF | 6.18 | 2M | — |
iShares US Medical Devices ETF | 5.87 | 2M | — |
State Street®UtilSelSectSPDR®ETF | 5.85 | 2M | — |
United States