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RH Tactical Rotation ETF RHRX

Morningstar Medalist Rating
Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis RHRX

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

  • People Pillar

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

RH Tactical Rotation ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 RHRX

More RHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500® ETF Trust

30.02 4.7 Mil
—

SPDR® Portfolio S&P 500 Growth ETF

20.69 3.3 Mil
—

VanEck Semiconductor ETF

19.68 3.1 Mil
—

The Technology Select Sector SPDR® ETF

15.74 2.5 Mil
—

The Comm Svcs Sel Sect SPDR® ETF

14.80 2.3 Mil
—

Spy 240731C0055000

0.05 8,440
—

Spy 240731P0052500

0.05 7,880
—

Spy 240731C0054500

−0.12 −18,960
—

Cash

−0.91 −143,570
Cash and Equivalents