Morningstar

Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO

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

Morningstar’s Analysis ROMO

Will ROMO 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Strategy Shares Nwfnd/RSlv Rbt Mmt 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 ROMO

More ROMO Holdings
  • 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

57.40 15M
—

iShares Core MSCI EAFE ETF

33.66 9M
—

iShares Core MSCI Emerging Markets ETF

7.51 2M
—

iShares 1-3 Year Treasury Bond ETF

1.43 375,144
—

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