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Donoghue Forlines Tactical HY ETF DFHY

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.

A drop in its Process Pillar rating is the primary driver of Donoghue Forlines Tactical HY ETF's downgrade to a Morningstar Medalist Rating of Neutral from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings DFHY

More DFHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg High Yield Bd ETF

19.60 5.9 Mil
—

iShares Broad USD High Yield Corp Bd ETF

19.20 5.8 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

16.26 4.9 Mil
—

iShares 0-5 Year High Yield Corp Bd ETF

9.22 2.8 Mil
—

Xtrackers USD High Yield Corp Bd ETF

9.14 2.8 Mil
—

SPDR® Portfolio High Yield Bond ETF

6.96 2.1 Mil
—

SPDR® Blmbg ST HY Bd ETF

6.84 2.1 Mil
—

iShares Fallen Angels USD Bond ETF

6.50 2.0 Mil
—

VanEck Fallen Angel HiYld Bd ETF

6.08 1.8 Mil
—

US BANK MMDA - USBGFS 9

0.25 76,713
Cash and Equivalents