Morningstar

LHA Market State Tactical Beta ETF MSTB

Morningstar Medalist Rating
Medalist Rating as of | See Little Harbor Investment Hub

Morningstar’s Analysis MSTB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LHA Market State Tactical Beta 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 MSTB

More MSTB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 107.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® S&P 500® ETF

82.00 166M
—

E-mini S&P 500 Future Dec 26

25.80 52M
—

United States Treasury Bills 0%

6.04 12M
Government

First American Treasury Obligs X

3.69 7M
Cash and Equivalents

First American Government Obligs X

3.69 7M
Cash and Equivalents

United States Treasury Bills 0%

2.98 6M
Government

US DOLLARS

1.44 3M
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

−0.57 −1M
—

Cash Offset

−25.07 −51M
—

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