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Morningstar

Advocate Rising Rate Hedge ETF RRH

Morningstar Medalist Rating
Medalist Rating as of | See Advocate Capital Management Investment Hub

Morningstar’s Analysis RRH

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Advocate Rising Rate Hedge ETF earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings. 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 RRH

More RRH Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 7
  • Other Holdings 9
  • % Assets in Top 10 Holdings −1,558.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Total Cash Offset

1,390.73
240,003,792
Cash and Equivalents

Thai Union Group Public Company Limited Future Sept 23

271.04
46,774,414
—

Canadian Dollar June23

109.06
18,820,670
Derivative

Japanese Yen Future June 23

89.94
15,520,850
Derivative

Cash

84.41
14,567,781
Cash and Equivalents

Energy Select Sector SPDR® ETF

13.15
2,269,441
—

Health Care Select Sector SPDR® ETF

12.06
2,080,465
—

British Pound Future

0.66
114,505
Derivative

Japanese Yen Future

−1.64
−283,009
Derivative

Long Gilt Future Sep23

−12.01
−2,072,464
Government