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ATAC US Rotation ETF RORO

Morningstar Medalist Rating
Medalist Rating as of | See ATAC Investment Hub

Morningstar’s Analysis RORO

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

People Pillar

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

Weakness in ATAC US Rotation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RORO

More RORO Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 10-20 Year Treasury Bond ETF

66.08
6,546,025
—

PIMCO 25+ Year Zero Coupon US Trs ETF

33.74
3,342,309
—

First American Government Obligs X

0.29
29,004
Cash and Equivalents

US DOLLARS

< 0.01
52
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.12
−11,484
Cash and Equivalents