Morningstar

RH Tactical Outlook ETF RHTX

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

Morningstar’s Analysis RHTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RH Tactical Outlook 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 RHTX

More RHTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® S&P 500® ETF

46.79 4M
—

State Street SPDR Port S&P 400 Md CpETF

21.03 2M
—

iShares Silver Trust

8.28 648,450
—

SPDR® Gold Shares

8.03 629,512
—

iShares Russell 2000 ETF

7.50 587,532
—

Fidelity Inv MM Government I

7.22 565,356
Cash and Equivalents

Cash

1.15 89,964
Cash and Equivalents

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