Morningstar

LeaderShares® AlphaFactor® Tactical Focused ETF LSAT

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

Morningstar’s Analysis LSAT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LeaderShares® AlphaFctr® Tctcl Fcsd ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LSAT

More LSAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GoDaddy Inc Class A

3.54 2M
Technology

Harley-Davidson Inc

3.53 2M
Consumer Cyclical

SM Energy Co

3.50 2M
Energy

Fortinet Inc

3.50 2M
Technology

Morningstar Inc

3.49 2M
Financial Services

H&R Block Inc

3.48 2M
Consumer Cyclical

Kemper Corp

3.44 2M
Financial Services

Churchill Downs Inc

3.40 2M
Consumer Cyclical

APi Group Corp

3.38 2M
Industrials

Science Applications International Corp

3.34 2M
Technology

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