Morningstar

Kingsbarn Tactical Bond ETF KDRN

Morningstar Medalist Rating
Medalist Rating as of | See Kingsbarn Realty Capital Investment Hub

Morningstar’s Analysis KDRN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Kingsbarn Tactical Bond 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 KDRN

More KDRN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBoxx $ Invmt Grade Corp Bd ETF

28.86 256,556
—

Simplify MBS ETF

28.69 254,962
—

Vanguard Short-Term Treasury ETF

26.33 234,058
—

State Street® SPDR® Port Hi Yld Bd ETF

22.45 199,579
—

BondBloxx CCC Rated USD HY Corp Bd ETF

12.45 110,616
—

Vident Options - Cash

5.89 52,395
Cash and Equivalents

10 Year Treasury Note Future Sept 26

−24.68 −219,344
Government

Sponsor Center