Morningstar

ATAC Credit Rotation ETF JOJO

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

Morningstar’s Analysis JOJO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ATAC Credit Rotation 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JOJO

More JOJO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 20+ Year Treasury Bond ETF

80.26 4M
—

iShares 7-10 Year Treasury Bond ETF

19.80 950,122
—

US DOLLARS

−0.01 −447
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.05 −2,622
—

Sponsor Center