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Morningstar

LeaderShares® AlphaFctr® Tctcl Fcsd ETF LSAT

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

Morningstar’s Analysis LSAT

Will LSAT 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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LeaderShares ® AlphaFctr ® Tctcl Fcsd ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MGIC Investment Corp

3.66 5.0 Mil
Financial Services

Jefferies Financial Group Inc

3.64 5.0 Mil
Financial Services

Bristol-Myers Squibb Co

3.54 4.8 Mil
Healthcare

Johnson & Johnson

3.53 4.8 Mil
Healthcare

Fox Corp Class B

3.48 4.8 Mil
Communication Services

National Storage Affiliates Trust

3.45 4.7 Mil
Real Estate

Pilgrims Pride Corp

3.45 4.7 Mil
Consumer Defensive

Nexstar Media Group Inc

3.41 4.7 Mil
Communication Services

Travel+Leisure Co

3.38 4.6 Mil
Consumer Cyclical

Deere & Co

3.37 4.6 Mil
Industrials