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.
Relative Strength Managed Volatility Strategy ETF RSMV
Morningstar’s Analysis RSMV
Will RSMV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Marvell Technology Inc | 5.20 | 953,506 | Technology |
Palantir Technologies Inc Ordinary Shares - Class A | 5.14 | 941,236 | Technology |
Arista Networks Inc | 5.04 | 923,707 | Technology |
Visa Inc Class A | 5.02 | 919,255 | Financial Services |
Merck & Co Inc | 5.00 | 917,236 | Healthcare |
NVIDIA Corp | 5.00 | 917,183 | Technology |
AbbVie Inc | 5.00 | 916,384 | Healthcare |
Microsoft Corp | 4.99 | 915,348 | Technology |
Mastercard Inc Class A | 4.99 | 913,879 | Financial Services |
Advanced Micro Devices Inc | 4.97 | 910,662 | Technology |