Leatherback Long/Short Alt Yld ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Leatherback Long/Short Alternative Yield ETF LBAY
Morningstar’s Analysis LBAY
Will LBAY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LBAY 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 LBAY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Government Obligs X | 14.17 | 3M | Cash and Equivalents |
Altria Group Inc | 5.03 | 898,315 | Consumer Defensive |
Vail Resorts Inc | 4.79 | 856,783 | Consumer Cyclical |
AGNC Investment Corp FXDFR PRF PERPETUAL USD 25 Series F | 4.59 | 820,459 | Real Estate |
Visa Inc Class A | 4.57 | 815,969 | Financial Services |
EPR Properties 5.75 % Cum Conv Pfd Registered Shs Series -C- | 4.52 | 807,639 | Real Estate |
Honeywell International Inc | 4.49 | 801,488 | Industrials |
Alamos Gold Inc Class A | 4.43 | 791,824 | Basic Materials |
Hecla Mining Co | 4.43 | 791,074 | Basic Materials |
Essential Utilities Inc | 4.35 | 776,720 | Utilities |
United States