The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Donoghue Forlines Tactical HY ETF DFHY
Morningstar’s Analysis DFHY
Will DFHY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 94.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vanguard Intmdt-Term Trs ETF | 24.35 | 7.5 Mil | — |
iShares US Treasury Bond ETF | 21.68 | 6.6 Mil | — |
Schwab Intermediate-Term US Trs ETF™ | 15.12 | 4.6 Mil | — |
iShares 3-7 Year Treasury Bond ETF | 9.79 | 3.0 Mil | — |
SPDR® Portfolio Intmdt Term Trs ETF | 8.97 | 2.8 Mil | — |
SPDR® Blmbg High Yield Bd ETF | 4.03 | 1.2 Mil | — |
iShares Broad USD High Yield Corp Bd ETF | 3.69 | 1.1 Mil | — |
iShares iBoxx $ High Yield Corp Bd ETF | 3.34 | 1.0 Mil | — |
iShares 0-5 Year High Yield Corp Bd ETF | 1.84 | 563,748 | — |
Xtrackers USD High Yield Corp Bd ETF | 1.82 | 559,183 | — |