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Mindful Conservative ETF MFUL

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.

Weakness in Mindful Conservative ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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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.

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Portfolio Holdings MFUL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 75.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap Value ETF™

11.14 6.1 Mil

Goldman Sachs Access Treasury 0-1 Yr ETF

10.48 5.8 Mil

SPDR® Blmbg 1-3 Mth T-Bill ETF

10.47 5.8 Mil

iShares MSCI USA Min Vol Factor ETF

6.81 3.7 Mil

iShares 0-5 Year TIPS Bond ETF

6.60 3.6 Mil

iShares® 0-3 Month Treasury Bond ETF

6.44 3.5 Mil

iShares Core Conservative Allocation ETF

6.22 3.4 Mil

SPDR® SSgA Multi-Asset Real Return ETF

5.91 3.2 Mil

WisdomTree Floating Rate Treasury ETF

5.64 3.1 Mil

SPDR® Blmbg Convert Secs ETF

5.59 3.1 Mil