Morningstar

LHA Risk-Managed Income ETF RMIF

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

Morningstar’s Analysis RMIF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LHA Risk-Managed 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 RMIF

More RMIF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® Blmbg ST HY Bd ETF

16.82 4M
—

First American Treasury Obligs X

16.78 4M
Cash and Equivalents

First American Government Obligs X

16.78 4M
Cash and Equivalents

iShares iBoxx $ High Yield Corp Bd ETF

16.55 4M
—

State Street® SPDR® Blmbg Hi Yld Bd ETF

16.55 4M
—

Xtrackers USD High Yield Corp Bd ETF

16.52 4M
—

OTHER ASSETS AND LIABILITIES

0.00 890
—

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