Morningstar

MRBL Enhanced Equity ETF EDGE

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

Morningstar’s Analysis EDGE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MRBL Enhanced Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EDGE

More EDGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 165.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On State Street® Spdr® S&P 500® Etf Jan27

167.96 18M
—

First American Government Obligs X

9.91 1M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.01 −1,419
—

Xsp 08/21/2026 772.01 C

−0.04 −4,203
—

Option On S&P 500 Index Aug26

−2.19 −238,769
—

Cash Offset

−75.64 −8M
—

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