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UPAR Ultra Risk Parity ETF UPAR

Medalist Rating as of | See Evoke Investment Hub

Morningstar’s Analysis UPAR

Will UPAR outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit UPAR Ultra Risk Parity ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings UPAR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 105.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future June 24

22.78 20.1 Mil
Government

Ultra US Treasury Bond Future June 24

22.35 19.7 Mil
Government

SPDR® Gold MiniShares

15.40 13.6 Mil

Micro E-mini S&P 500 Index Future June 24

14.01 12.4 Mil

MSCI Emerging Market Index Future June14

5.80 5.1 Mil

United States Treasury Bonds 1.38%

5.67 5.0 Mil
Government

Vanguard FTSE Emerging Markets ETF

5.14 4.5 Mil

United States Treasury Bonds 0.63%

4.91 4.3 Mil
Government

United States Treasury Bonds 0.75%

4.78 4.2 Mil
Government

DEPOSITS WITH BROKER FOR SHORT POSITIONS

4.67 4.1 Mil
Cash and Equivalents