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LeaderSharesTM AlphaFactor® US Cr Eq ETF LSAF

Medalist Rating as of | See Redwood Asset Investment Hub

Morningstar’s Analysis LSAF

Will LSAF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in LeaderSharesTM AlphaFactor ® US Cr Eq ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings LSAF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lazard Inc

1.15 1.7 Mil
Financial Services

Toll Brothers Inc

1.11 1.6 Mil
Consumer Cyclical

Lennar Corp Class A

1.11 1.6 Mil
Consumer Cyclical

PulteGroup Inc

1.10 1.6 Mil
Consumer Cyclical

United Rentals Inc

1.09 1.6 Mil
Industrials

Allison Transmission Holdings Inc

1.08 1.6 Mil
Consumer Cyclical

SLM Corp

1.07 1.6 Mil
Financial Services

Masco Corp

1.06 1.6 Mil
Industrials

AutoNation Inc

1.06 1.6 Mil
Consumer Cyclical

MGIC Investment Corp

1.06 1.6 Mil
Financial Services