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Donoghue Forlines Tactical HY ETF DFHY ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See FCF Funds Investment Hub

Morningstar’s Analysis DFHY

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

  • People Pillar

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

Increased confidence in Donoghue Forlines Tactical HY ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Neutral.

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Morningstar Manager Research

Summary

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

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