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Leatherback Long/Short Alt Yld ETF LBAY

Morningstar Medalist Rating
Medalist Rating as of | See Leatherback Investment Hub

Morningstar’s Analysis LBAY

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

  • 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.

Leatherback Long/ Short Alt Yld ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LBAY

More LBAY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

6.33 2.7 Mil
Cash and Equivalents

Fidelity National Information Services Inc

5.67 2.4 Mil
Technology

Exxon Mobil Corp

5.49 2.4 Mil
Energy

Bunge Global SA

5.24 2.3 Mil
Consumer Defensive

Visa Inc Class A

4.97 2.1 Mil
Financial Services

Zimmer Biomet Holdings Inc

4.86 2.1 Mil
Healthcare

Old Republic International Corp

4.52 1.9 Mil
Financial Services

AbbVie Inc

4.43 1.9 Mil
Healthcare

Packaging Corp of America

4.29 1.8 Mil
Consumer Cyclical

Intercontinental Exchange Inc

4.18 1.8 Mil
Financial Services