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Morningstar’s Analysis RUFF

Will RUFF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings RUFF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.15 3.0 Mil
Communication Services

Meta Platforms Inc Class A

4.53 2.6 Mil
Communication Services

NVIDIA Corp

4.45 2.6 Mil
Technology

Amazon.com Inc

4.39 2.5 Mil
Consumer Cyclical

HCA Healthcare Inc

4.10 2.4 Mil
Healthcare

Chipotle Mexican Grill Inc

4.00 2.3 Mil
Consumer Cyclical

Microsoft Corp

3.87 2.2 Mil
Technology

Schlumberger Ltd

3.86 2.2 Mil
Energy

Apple Inc

3.62 2.1 Mil
Technology

Interactive Brokers Group Inc Class A

3.56 2.1 Mil
Financial Services