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Morningstar

LeaderSharesTM AlphaFactor® US Cr Eq ETF LSAF

Morningstar Medalist Rating
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.

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.

LeaderSharesTM AlphaFactor ® US Cr Eq ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSAF

More LSAF Holdings
  • Current Portfolio Date
  • Equity Holdings 98
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

2.16
3,646,913
Energy

Cash & Cash Equivalents

2.01
3,393,129
Cash and Equivalents

Marathon Petroleum Corp

1.29
2,173,999
Energy

HF Sinclair Corp

1.27
2,148,994
Energy

Vistra Corp

1.26
2,131,649
Utilities

Ryder System Inc

1.26
2,124,455
Industrials

Phillips 66

1.25
2,115,000
Energy

Ovintiv Inc

1.24
2,088,133
Energy

Valero Energy Corp

1.20
2,033,397
Energy

APA Corp

1.19
2,003,132
Energy