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FolioBeyond Alt Inc and Int Rt Hdg ETF RISR

Medalist Rating as of | See FolioBeyond Investment Hub

Morningstar’s Analysis RISR

Will RISR outperform in future?

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

FolioBeyond Alt Inc and Int Rt Hdg ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings RISR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

9.80 5.9 Mil
Cash and Equivalents

Government National Mortgage Association 3.5%

8.81 5.3 Mil
Securitized

Government National Mortgage Association 5%

5.35 3.2 Mil
Securitized

Government National Mortgage Association 3.5%

5.25 3.2 Mil
Securitized

Federal Home Loan Mortgage Corp. 3%

3.30 2.0 Mil
Securitized

Federal Home Loan Mortgage Corp. 4%

3.07 1.8 Mil
Securitized

Government National Mortgage Association 3%

3.01 1.8 Mil
Securitized

Government National Mortgage Association 4.5%

2.95 1.8 Mil
Securitized

Government National Mortgage Association 4.5%

2.94 1.8 Mil
Securitized

Federal Home Loan Mortgage Corp. 4.5%

2.88 1.7 Mil
Securitized