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Morningstar

Strategy Shares Nwfnd/RSlv Rbt Mmt ETF ROMO

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

Morningstar’s Analysis ROMO

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

People Pillar

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

Strategy Shares Nwfnd/ RSlv Rbt Mmt ETF earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ROMO

More ROMO Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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