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Morningstar

Goose Hollow Tactical Allocation ETF GHTA

Morningstar Medalist Rating
Medalist Rating as of | See Goose Hollow Investment Hub

Morningstar’s Analysis GHTA

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Goose Hollow Tactical Allocation ETF earns a Morningstar Medalist Rating of Negative on the basis of subpar Parent and People Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GHTA

More GHTA Holdings
  • Current Portfolio Date May 29, 2023
  • Equity Holdings 3
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 92.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Derivative

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Real Estate