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Strategy Shares Nwfnd/RSlv Rbt Mmt ETF ROMO

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.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Strategy Shares Nwfnd/ RSlv Rbt Mmt ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings ROMO

  • 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

85.70 34.1 Mil

iShares Core MSCI EAFE ETF

10.58 4.2 Mil

iShares 1-3 Year Treasury Bond ETF

3.72 1.5 Mil