Morningstar

RiverNorth Active Income ETF CEFZ

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

Morningstar’s Analysis CEFZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RiverNorth Active Income ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CEFZ

More CEFZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pershing Square USA, Ltd

9.17 4M
—

iShares Flexible Income Active ETF

6.71 3M
—

Saba Capital Income & Opportunities Fund II

6.16 2M
—

Clough Global Equity Fund

4.60 2M
—

BlackRock Science and Technology Trust II

4.47 2M
—

Invesco RAFI Emerging Markets ETF

4.46 2M
—

Western Asset Inflation-Linked Opportunities and Income Fund

4.33 2M
—

Pershing Square Holdings Ord

4.32 2M
—

Royce Micro-Cap Trust

4.02 2M
—

Royce Small-Cap Trust Inc

3.62 1M
—

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