Morningstar

LeaderSharesTM AlphaFactor® US Core Equity ETF LSAF

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Investment Management Investment Hub

Morningstar’s Analysis LSAF

Will LSAF outperform in the 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 LSAF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSAF 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 LSAF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LeaderSharesTM AlphaFactor® US Cr Eq 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LSAF

More LSAF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

1.13 1M
Energy

Valero Energy Corp

1.10 1M
Energy

Ameriprise Financial Inc

1.10 1M
Financial Services

Lithia Motors Inc Class A

1.08 1M
Consumer Cyclical

Coinbase Global Inc Ordinary Shares - Class A

1.08 1M
Financial Services

UiPath Inc Class A

1.07 1M
Technology

Elevance Health Inc

1.06 1M
Healthcare

Expeditors International of Washington Inc

1.06 1M
Industrials

T-Mobile US Inc

1.06 1M
Communication Services

MSCI Inc

1.06 1M
Financial Services

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