Morningstar

TrueShares Quarterly Bear Hedge ETF QBER

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

Morningstar’s Analysis QBER

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TrueShares Quarterly Bear Hedge 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 QBER

More QBER Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

33.41 24M
Government

United States Treasury Bills

33.29 24M
Government

United States Treasury Bills

33.19 24M
Government

State Street Instl US Govt MMkt Admin

0.13 92,118
Cash and Equivalents

Option on State Street® SPDR® S&P 500® ETF Sep26

0.10 72,363
—

Option on State Street® SPDR® S&P 500® ETF Sep26

0.10 68,430
—

Option on State Street® SPDR® S&P 500® ETF Aug26

0.04 30,775
—

Option on State Street® SPDR® S&P 500® ETF Aug26

0.04 26,128
—

Option on State Street® SPDR® S&P 500® ETF Aug26

0.00 2,438
—

Option on State Street® SPDR® S&P 500® ETF Aug26

0.00 2,141
—

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