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Kingsbarn Tactical Bond ETF KDRN

Morningstar Medalist Rating
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.

  • 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.

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

More KDRN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares® 0-3 Month Treasury Bond ETF

51.46 227,801
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

49.86 220,731
—

iShares MBS ETF

49.82 220,524
—

iShares 7-10 Year Treasury Bond ETF

48.93 216,611
—

iShares TIPS Bond ETF

37.56 166,255
—

Futures Collateral - Cash

8.96 39,682
Cash and Equivalents

10 Year Treasury Note Future June 24

−146.60 −648,938
Government