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Rareview Systematic Equity ETF RSEE

Morningstar Medalist Rating
Medalist Rating as of | See Rareview Capital Investment Hub

Morningstar’s Analysis RSEE

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

  • People Pillar

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

Weakness in Rareview Systematic Equity ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers. The strategy changed its peer group last February, moving from the Global Large-Stock Blend category to the Long-Short Equity Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSEE

More RSEE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

27.78 12.9 Mil
—

SPDR® Blmbg 1-3 Mth T-Bill ETF

20.74 9.6 Mil
—

Vanguard FTSE Developed Markets ETF

18.16 8.4 Mil
—

Mini Msci Eafe Fut Jun24

16.37 7.6 Mil
—

Vanguard Small-Cap ETF

10.04 4.7 Mil
—

Futures Collateral - Cash

9.66 4.5 Mil
Cash and Equivalents

Russ 2000 Idx Fut Jun24

9.20 4.3 Mil
—

Vanguard FTSE Emerging Markets ETF

8.67 4.0 Mil
—

Mini Msci Em Mk Fut Jun24

7.82 3.6 Mil
—

Invesco QQQ Trust

6.96 3.2 Mil
—