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Rareview Tax Advantaged Income ETF RTAI

Medalist Rating as of | See Rareview Capital Investment Hub

Morningstar’s Analysis RTAI

Will RTAI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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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 highest quintile among peers.

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Portfolio Holdings RTAI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 95.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Municipal Credit Income

14.08 2.8 Mil

Nuveen AMT-Free Muni Credit Inc

13.87 2.7 Mil

Nuveen Quality Muni Income Fund

13.00 2.6 Mil

Western Asset Managed Muni

10.81 2.1 Mil

Invesco Quality Muni Income Trust

8.63 1.7 Mil

Invesco Municipal Trust

8.46 1.7 Mil

Invesco Value Muni Income Trust

8.19 1.6 Mil

BlackRock Municipal Income II

7.67 1.5 Mil

Nuveen AMT-Free Quality Muni Inc

6.85 1.3 Mil

Invesco Muni Opps. Trust

4.30 845,557