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ATAC Credit Rotation ETF JOJO

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

Morningstar’s Analysis JOJO

Will JOJO 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 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.

Weakness in ATAC Credit Rotation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JOJO

More JOJO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 20+ Year Treasury Bond ETF

79.06 2.4 Mil
—

iShares 7-10 Year Treasury Bond ETF

20.55 635,649
—

First American Government Obligs X

0.45 13,772
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.06 −1,891
Cash and Equivalents