The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Strategy Shares Nwfnd/RSlv Rbt Mmt ETF ROMO
Morningstar’s Analysis ROMO
Will ROMO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 99.51 | 40.4 Mil | — |
iShares Core MSCI EAFE ETF | 0.41 | 168,445 | — |
iShares 7-10 Year Treasury Bond ETF | 0.04 | 15,602 | — |
iShares 1-3 Year Treasury Bond ETF | 0.03 | 13,533 | — |