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Toews Agility Dynamic Tactical Inc ETF THY

Morningstar Medalist Rating
Medalist Rating as of | See Toews Investment Hub

Morningstar’s Analysis THY

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Toews Agility Dynamic Tactical Inc ETF 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings THY

More THY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xtrackers USD High Yield Corp Bd ETF

23.26 7.1 Mil
—

iShares Broad USD High Yield Corp Bd ETF

23.26 7.1 Mil
—

SPDR® Portfolio High Yield Bond ETF

23.22 7.0 Mil
—

iShares Fallen Angels USD Bond ETF

23.16 7.0 Mil
—

Cash & Cash Equivalents

0.76 229,889
Cash and Equivalents

United Rentals (North America), Inc. 4.875%

0.19 58,565
Corporate

Tenet Healthcare Corporation 6.125%

0.18 55,421
Corporate

Carnival Holdings Bermuda Ltd. 10.375%

0.18 54,102
Corporate

KFC Holding Co., Pizza Hut Holdings, LLC Taco Bell of America LLC 4.75%

0.18 54,077
Corporate

Caesars Entertainment Inc New 7%

0.17 51,544
Corporate