Morningstar

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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rareview Systematic Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 165.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

47.46 34M
—

Vanguard FTSE Developed Markets ETF

33.35 24M
—

Rareview Government Money Market ETF

31.60 23M
—

Invesco QQQ Trust

26.25 19M
—

Vanguard Small-Cap ETF

13.58 10M
—

Vanguard FTSE Emerging Markets ETF

13.16 9M
—

Futures Collateral - Cash

−65.41 −47M
Cash and Equivalents

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