Morningstar

Overlay Shares Hedged Large Cap Equity ETF OVLH

Morningstar Medalist Rating
Medalist Rating as of | See Liquid Strategies Investment Hub

Morningstar’s Analysis OVLH

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Overlay Shares Hedged Lrg Cp Eq 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 OVLH

More OVLH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 102.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

98.21 115M
—

Option on S&P 500 PR

1.13 1M
—

Option on S&P 500 PR

0.93 1M
—

Option on S&P 500 PR

0.75 882,435
—

Option on S&P 500 PR

0.46 542,681
—

Option on S&P 500 PR

0.36 423,679
—

First American Government Obligs X

0.32 370,366
Cash and Equivalents

Option on S&P 500 PR

0.26 300,552
—

Put On S&P 500 Jul26

0.20 239,781
—

OTHER ASSETS AND LIABILITIES

0.06 68,219
—

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