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FolioBeyond Alt Inc and Int Rt Hdg ETF RISR

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RISR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

FolioBeyond Alt Inc and Int Rt Hdg 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 RISR

More RISR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Government National Mortgage Association 3.5%

10.04 5.4 Mil
Securitized

Government National Mortgage Association 5%

6.28 3.4 Mil
Securitized

Government National Mortgage Association 3.5%

5.90 3.2 Mil
Securitized

Federal Home Loan Mortgage Corp. 3%

3.72 2.0 Mil
Securitized

Government National Mortgage Association 5.5%

3.57 1.9 Mil
Securitized

Federal Home Loan Mortgage Corp. 4%

3.49 1.9 Mil
Securitized

Government National Mortgage Association 3%

3.37 1.8 Mil
Securitized

Government National Mortgage Association 4.5%

3.35 1.8 Mil
Securitized

Government National Mortgage Association 4.5%

3.33 1.8 Mil
Securitized

Federal Home Loan Mortgage Corp. 4.5%

3.26 1.8 Mil
Securitized