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Morningstar

Cabana Target Drawdown 5 ETF TDSA ETF Analysis

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

Morningstar’s Analysis TDSA

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Cabana Target Drawdown 5 ETF to a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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