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Morningstar

Return Stacked Bonds & Managed Futs ETF RSBT

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

Morningstar’s Analysis RSBT

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

  • People Pillar

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

Weakness in Return Stacked Bonds& Managed Futs ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 RSBT

More RSBT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −2.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

68.08 1.1 Mil
Cash and Equivalents

British Pounds

16.09 259,551
Cash and Equivalents

Euro

14.41 232,457
Cash and Equivalents

Canadian Dollar

4.74 76,525
Cash and Equivalents

British Pound Future Mar 23

0.00 −28
Derivative

Australian Dollar Future Mar 23

−0.01 −169
Derivative

Euro Stoxx 50 Future Mar 23

−0.04 −649
—

Dax Future Mar 23

−0.12 −1,926
—

Canadian Dollar Mar23

−0.19 −3,115
Derivative

Japanese Yen Future Mar 23

−0.36 −5,773
Derivative