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Kingsbarn Tactical Bond ETF KDRN

Medalist Rating as of | See Kingsbarn Capital Investment Hub

Morningstar’s Analysis KDRN

Will KDRN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Kingsbarn Tactical Bond ETF's People and Process 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 KDRN

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 96.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Sept 24

22.82 327,281
Government

iShares® 0-3 Month Treasury Bond ETF

15.87 227,574

iShares iBoxx $ Invmt Grade Corp Bd ETF

15.63 224,154

iShares MBS ETF

15.56 223,122

iShares 7-10 Year Treasury Bond ETF

15.23 218,519

iShares TIPS Bond ETF

11.61 166,475

Futures Collateral - Cash

3.30 47,274
Cash and Equivalents