Morningstar

UPAR Ultra Risk Parity ETF UPAR

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

Morningstar’s Analysis UPAR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

UPAR Ultra Risk Parity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UPAR

More UPAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 109.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Sept 26

26.16 16M
Government

Ultra US Treasury Bond Future Sept 26

26.09 16M
Government

Micro E-mini S&P 500 Index Future Sept 26

14.54 9M
—

SPDR® Gold MiniShares

13.57 8M
—

United States Treasury Bonds 1.38%

5.36 3M
Government

MSCI Emerging Markets Index Future Sept 26

5.24 3M
—

Vanguard FTSE Emerging Markets ETF

5.12 3M
—

MSCI EAFE Index Future Sept 26

4.72 3M
—

United States Treasury Bonds 1%

4.54 3M
Government

United States Treasury Bonds 0.75%

4.37 3M
Government

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