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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 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.

RH Tactical Outlook ETF's Average Process Pillar and People 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 RHTX

More RHTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 97.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

73.30
8,220,130
—

SPDR® Portfolio S&P 400 Mid Cap ETF

13.34
1,495,656
—

SPDR® Gold Shares

4.42
495,293
—

iShares Silver Trust

3.82
428,719
—

iShares Russell 2000 ETF

3.41
382,964
—

iShares 20+ Year Treasury Bond ETF

2.96
332,255
—

Cash

2.82
316,521
Cash and Equivalents

Spy 231215P0042200

0.05
5,558
—

Spy 231215P0039700

−0.02
−2,438
—

Spy 231215C0043100

−4.10
−459,810
—