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ATAC Credit Rotation ETF JOJO

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.

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

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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 most expensive quintile among peers.

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Portfolio Holdings JOJO

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ High Yield Corp Bd ETF

69.96 2.3 Mil

Xtrackers USD High Yield Corp Bd ETF

29.94 987,875

First American Government Obligs X

0.16 5,405
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.06 −1,892
Cash and Equivalents