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Morningstar

Hull Tactical US ETF HTUS

Morningstar Medalist Rating
Medalist Rating as of | See Hull Tactical Funds Investment Hub

Morningstar’s Analysis HTUS

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

  • People Pillar

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

Hull Tactical US ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 HTUS

More HTUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

33.71 32.8 Mil
Cash and Equivalents

E-mini S&P 500 Future Sept 24

32.12 31.3 Mil
—

SPDR® S&P 500® ETF Trust

11.06 10.8 Mil
—

United States Treasury Bills 0%

2.55 2.5 Mil
Government

Us Dollars

2.05 2.0 Mil
Cash and Equivalents

United States Treasury Bills 0%

2.05 2.0 Mil
Government

United States Treasury Bills 0%

2.05 2.0 Mil
Government

United States Treasury Bills 0%

2.04 2.0 Mil
Government

United States Treasury Bills 0%

2.04 2.0 Mil
Government

United States Treasury Bills 0%

2.02 2.0 Mil
Government