Morningstar

Rareview Tax Advantaged Income ETF RTAI

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

Morningstar’s Analysis RTAI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Rareview Tax Advantaged Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RTAI

More RTAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Muniholdings Fund Inc

17.28 3M
—

BLACKROCK MUNIYIELD QUALITY FUND III, INC.

13.40 2M
—

Blackrock Muniyield Quality Fund Inc

13.28 2M
—

Neuberger Municipal

12.66 2M
—

PIMCO Municipal Income Fund II

10.98 2M
—

Western Asset Managed Municipals Fd Inc

10.76 2M
—

Eaton Vance Municipal Bond Fund

9.58 1M
—

BlackRock MuniHoldings California Quality Fund Inc

5.27 811,114
—

NYLIM MacKay DefinedTerm Muni Opps Fund

3.35 516,219
—

Nuveen Municipal Credit Opps Fund

1.86 286,789
—

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