Morningstar

Rareview Dynamic Fixed Income ETF RDFI

Morningstar Medalist Rating
Medalist Rating as of | See Rareview Capital Investment Hub

Morningstar’s Analysis RDFI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rareview Dynamic Fixed Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RDFI

More RDFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Credit Allocation Inc

5.12 4M
—

Rareview Government Money Market ETF

5.11 4M
—

Templeton Emerging Markets Income Fund

4.87 4M
—

BlackRock Corporate High Yield Fund Inc

4.84 4M
—

Morgan Stanley Emerging Markets Domestic Debt Fund Inc

4.55 4M
—

abrdn Asia-Pacific Income

4.37 4M
—

Brookfield Real Assets Income Fund Inc.

4.17 3M
—

DoubleLine Yield Opportunities Fund

3.87 3M
—

Western Asset High Income Oppor Fd Inc

3.80 3M
—

Western Asset Emg Markets Debt Fund Inc

3.74 3M
—

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