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Morningstar

RiverNorth Patriot ETF FLDZ

Morningstar Medalist Rating
Medalist Rating as of | See TrueMark Investment Hub

Morningstar’s Analysis FLDZ

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

  • People Pillar

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

Weakness in RiverNorth Patriot ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLDZ

More FLDZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intuit Inc

0.59 20,819
Technology

Chemed Corp

0.58 20,345
Healthcare

Martin Marietta Materials Inc

0.56 19,615
Basic Materials

Marathon Petroleum Corp

0.55 19,366
Energy

Altria Group Inc

0.55 19,292
Consumer Defensive

Republic Services Inc

0.54 19,061
Industrials

Target Corp

0.53 18,649
Consumer Defensive

O'Reilly Automotive Inc

0.53 18,570
Consumer Cyclical

AT&T Inc

0.52 18,282
Communication Services

Saia Inc

0.51 18,027
Industrials