Morningstar

Toews Agility Shares Dynamic Tactical Income ETF THY

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

Morningstar’s Analysis THY

Will THY outperform in the 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 THY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Toews Agility Dynamic Tactical Inc 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings THY

More THY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® Port Hi Yld Bd ETF

24.56 22M
—

iShares Broad USD High Yield Corp Bd ETF

24.56 22M
—

Xtrackers USD High Yield Corp Bd ETF

22.32 20M
—

iShares Fallen Angels USD Bond ETF

18.49 16M
—

BondBloxx BB Rated USD HY Corp Bd ETF

7.45 7M
—

BondBloxx CCC Rated USD HY Corp Bd ETF

1.47 1M
—

Cash & Cash Equivalents

1.16 1M
Cash and Equivalents

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