Advertisement
Skip to Content
Morningstar

RPAR Risk Parity ETF RPAR

Morningstar Analyst Rating
Quantitative rating as of | See Evoke Investment Hub

Morningstar’s Analysis RPAR

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

People Pillar

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

Summary

|

RPAR Risk Parity ETF's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group last November, moving from the Global Allocation category to the Allocation--30% to 50% Equity Morningstar Category.

Unlock our full analysis with Morningstar Investor