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Overlay Shares Core Bond ETF OVB

Quantitative rating as of | See Liquid Strategies Investment Hub

Morningstar’s Analysis OVB

Will OVB outperform in future?

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

Summary

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A lowering of People Pillar rating is the primary driver of Overlay Shares Core Bond ETF's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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