Morningstar

McElhenny Sheffield Managed Risk ETF MSMR

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

Morningstar’s Analysis MSMR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

McElhenny Sheffield Managed Risk ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSMR

More MSMR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares® 0-3 Month Treasury Bond ETF

39.74 72M
—

iShares Biotechnology ETF

20.25 37M
—

State Street®HlthCrSelSectSPDR®ETF

16.24 29M
—

State Street®EngySelSectSPDR®ETF

13.65 25M
—

Vanguard Short-Term Treasury ETF

9.83 18M
—

First American Treasury Obligs X

0.33 597,346
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.04 −76,425
—

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