Skip to Content
Morningstar

Discipline Fund ETF DSCF

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

Morningstar’s Analysis DSCF

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

  • People Pillar

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

Weakness in Discipline Fund ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DSCF

More DSCF 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

Vanguard Intmdt-Term Trs ETF

27.66 11.1 Mil
—

Vanguard Short-Term Treasury ETF

20.83 8.4 Mil
—

Vanguard Long-Term Treasury ETF

20.52 8.3 Mil
—

SPDR® Portfolio Developed Wld ex-US ETF

13.84 5.6 Mil
—

Vanguard Value ETF

9.31 3.8 Mil
—

Vanguard S&P 500 ETF

4.54 1.8 Mil
—

Vanguard FTSE Emerging Markets ETF

3.06 1.2 Mil
—

First American Government Obligs X

0.26 105,720
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

−0.02 −8,251
Cash and Equivalents