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.
Mindful Conservative ETF MFUL
Morningstar’s Analysis MFUL
Will MFUL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 74.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Goldman Sachs Access Treasury 0-1 Yr ETF | 13.40 | 6.5 Mil | — |
Schwab US Large-Cap Value ETF™ | 10.57 | 5.2 Mil | — |
SPDR® Blmbg 1-3 Mth T-Bill ETF | 10.47 | 5.1 Mil | — |
iShares 0-5 Year TIPS Bond ETF | 6.66 | 3.3 Mil | — |
iShares® 0-3 Month Treasury Bond ETF | 6.44 | 3.1 Mil | — |
iShares MSCI USA Min Vol Factor ETF | 6.37 | 3.1 Mil | — |
SPDR® SSgA Multi-Asset Real Return ETF | 6.18 | 3.0 Mil | — |
WisdomTree Floating Rate Treasury ETF | 5.64 | 2.7 Mil | — |
Vanguard Interm-Term Corp Bd ETF | 4.45 | 2.2 Mil | — |
iShares 5-10 Year invmt Grd Corp Bd ETF | 4.21 | 2.1 Mil | — |