Skip to Content

Cabana Target Drawdown 10 ETF TDSC

Medalist Rating as of | See Cabana Investment Hub

Morningstar’s Analysis TDSC

Will TDSC outperform in future?

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

Weakness in Cabana Target Drawdown 10 ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TDSC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 94.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Financial Select Sector SPDR® ETF

15.05 40.0 Mil

Invesco NASDAQ 100 ETF

14.91 39.6 Mil

Vanguard Real Estate ETF

14.76 39.2 Mil

SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF

10.04 26.7 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

9.96 26.5 Mil

Janus Henderson AAA CLO ETF

7.54 20.0 Mil

JPMorgan Equity Premium Income ETF

7.54 20.0 Mil

Utilities Select Sector SPDR® ETF

5.01 13.3 Mil

Consumer Staples Select Sector SPDR® ETF

4.99 13.3 Mil

Vanguard Mid-Cap ETF

4.97 13.2 Mil