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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.

Weakness in Goose Hollow Tactical Allocation ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Treasury Floating Rate Bond ETF

10.54 3.4 Mil
—

Vanguard Extended Duration Trs ETF

10.11 3.2 Mil
—

Goose Hollow Enhanced Equity ETF

8.62 2.8 Mil
—

iShares China Large-Cap ETF

7.39 2.4 Mil
—

Vanguard Long-Term Treasury ETF

6.84 2.2 Mil
—

AGNC Investment Corp

6.52 2.1 Mil
Real Estate

iShares MSCI Thailand ETF

5.86 1.9 Mil
—

iShares MSCI Hong Kong ETF

4.79 1.5 Mil
—

iShares® Commodity Curve Carry Strat ETF

4.72 1.5 Mil
—

iShares MSCI South Africa ETF

4.01 1.3 Mil
—