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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 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 Manager Research

Morningstar Manager Research

Summary

Rareview Systematic Equity ETF earns a Morningstar Medalist Rating of Negative on the basis of subpar Parent and People Pillar ratings. 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSEE

More RSEE Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 87.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

19.82
11,178,493
—

S&P500 Emini Fut Jun23

17.46
9,847,675
—

Futures Collateral - Cash

12.86
7,254,245
Cash and Equivalents

Vanguard FTSE Developed Markets ETF

11.19
6,312,780
—

MSCI EAFE NTR (USD) - Stnd Index Future June23

10.01
5,646,850
—

Vanguard Small-Cap ETF

8.30
4,679,556
—

E-Mini Russ 2000 Jun23

7.46
4,204,320
—

Vanguard FTSE Emerging Markets ETF

6.78
3,821,902
—

Mini Msci Em Mk Fut Jun23

6.11
3,444,480
—