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Alpha Dog ETF RUFF

Morningstar Medalist Rating
Medalist Rating as of | See GEASPHERE ADVISORS Investment Hub

Morningstar’s Analysis RUFF

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

  • People Pillar

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

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

null Morningstar Manager Research

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RUFF

More RUFF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.18 3.0 Mil
Communication Services

Meta Platforms Inc Class A

4.44 2.6 Mil
Communication Services

HCA Healthcare Inc

4.38 2.6 Mil
Healthcare

Amazon.com Inc

4.37 2.5 Mil
Consumer Cyclical

NVIDIA Corp

4.30 2.5 Mil
Technology

Chipotle Mexican Grill Inc

3.98 2.3 Mil
Consumer Cyclical

Microsoft Corp

3.87 2.3 Mil
Technology

Schlumberger Ltd

3.72 2.2 Mil
Energy

Interactive Brokers Group Inc Class A

3.66 2.1 Mil
Financial Services

Valero Energy Corp

3.45 2.0 Mil
Energy