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Morningstar

LifeGoal Home Down Payment Invm ETF HOM

Morningstar Medalist Rating
Medalist Rating as of | See lifegoal investments Investment Hub

Morningstar’s Analysis HOM

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

LifeGoal Home Down Payment Invm ETF earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HOM

More HOM Holdings
  • Current Portfolio Date May 26, 2023
  • Equity Holdings 22
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 74.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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16.66
215,745
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iShares MBS ETF

13.85
179,439
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Schwab US TIPS ETF™

12.18
157,725
—

Vanguard Emerging Mkts Govt Bd ETF

9.39
121,563
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Vanguard Intmdt-Term Trs ETF

5.86
75,848
—

iShares Core Dividend Growth ETF

4.90
63,519
—

iShares International Dividend Gr ETF

3.74
48,407
—

GraniteShares Gold Trust

3.02
39,080
—

Vanguard Long-Term Corporate Bd ETF

2.58
33,463
—

Us Dollars

2.22
28,819
Cash and Equivalents