Morningstar

Kensington Hedged Premium Income ETF KHPI

Morningstar Medalist Rating
Medalist Rating as of | See Kensington Asset Management Investment Hub

Morningstar’s Analysis KHPI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Kensington Hedged Premium Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings KHPI

More KHPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

98.52 449M
—

Option On S&P 500 Index Dec26

2.17 10M
—

OTHER ASSETS AND LIABILITIES

1.29 6M
—

Option On S&P 500 Index Nov26

1.05 5M
—

US BANK MMDA - USBGFS 9

0.79 4M
Cash and Equivalents

Cash Offset

0.50 2M
—

Option On S&P 500 Index Dec26

−0.49 −2M
—

Option On S&P 500 Index Nov26

−3.83 −17M
—

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