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Morningstar

Kingsbarn Tactical Bond ETF KDRN

Morningstar Analyst Rating
Quantitative 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.

Summary

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Weakness in Kingsbarn Tactical Bond ETF's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings KDRN

More KDRN Holdings
  • Current Portfolio Date Mar 16, 2023
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 7
  • % Assets in Top 10 Holdings 97.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 10yr Note (Cbt)jun23

38.48
347,438
Government

iShares 7-10 Year Treasury Bond ETF

12.40
111,965
—

iShares® 0-3 Month Treasury Bond ETF

12.32
111,265
—

iShares Floating Rate Bond ETF

9.25
83,549
—

Invesco Senior Loan ETF

9.22
83,229
—

iShares 0-5 Year High Yield Corp Bd ETF

9.22
83,211
—

iShares TIPS Bond ETF

6.15
55,505
—

Futures Collateral - Cash

2.95
26,644
Cash and Equivalents