Morningstar

Relative Strength Managed Volatility Strategy ETF RSMV

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

Morningstar’s Analysis RSMV

Will RSMV outperform in the 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 RSMV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Relative Strength Managed Vol Stgy ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RSMV

More RSMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

19.26 4M
—

State Street® SPDR® Short Term Trs ETF

9.98 2M
—

Morgan Stanley

2.20 508,472
Financial Services

Philip Morris International Inc

2.20 506,657
Consumer Defensive

Chevron Corp

2.18 503,063
Energy

Exxon Mobil Corp

2.18 503,000
Energy

Broadcom Inc

2.17 500,924
Technology

Bank of America Corp

2.16 498,873
Financial Services

The Goldman Sachs Group Inc

2.16 498,544
Financial Services

Alphabet Inc Class C

2.16 498,523
Communication Services

Sponsor Center