Morningstar

Toews Agility Shares Managed Risk ETF MRSK

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

Morningstar’s Analysis MRSK

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Toews Agility Managed Risk 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 MRSK

More MRSK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

76.82 281M
—

E-mini S&P 500 Future Sept 26

11.79 43M
—

Cash & Cash Equivalents

5.69 21M
Cash and Equivalents

S&P500 Emini Optn Dec27p

4.53 17M
—

Future on US Dollar Index

1.17 4M
Derivative

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