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Morningstar

Mindful Conservative ETF MFUL

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

Morningstar’s Analysis MFUL

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

  • People Pillar

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

Weakness in Mindful Conservative ETF's Process and People 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MFUL

More MFUL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs Access Treasury 0-1 Yr ETF

12.33 5.6 Mil
—

SPDR® Blmbg 1-3 Mth T-Bill ETF

12.32 5.6 Mil
—

First Trust Morningstar Div Leaders ETF

11.98 5.5 Mil
—

iShares 0-5 Year TIPS Bond ETF

7.82 3.6 Mil
—

iShares® 0-3 Month Treasury Bond ETF

7.57 3.5 Mil
—

SPDR® SSgA Multi-Asset Real Return ETF

7.33 3.4 Mil
—

Schwab US Dividend Equity ETF™

7.00 3.2 Mil
—

WisdomTree Floating Rate Treasury ETF

6.63 3.0 Mil
—

iShares Convertible Bond ETF

6.59 3.0 Mil
—

SPDR® Blmbg Convert Secs ETF

6.48 3.0 Mil
—