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Cambria Trinity ETF TRTY

Morningstar Medalist Rating
Medalist Rating as of | See Cambria ETF Investment Hub

Morningstar’s Analysis TRTY

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

  • People Pillar

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

Cambria Trinity ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TRTY

More TRTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cambria Value and Momentum ETF

10.10 10.9 Mil
—

Cambria Emerging Shareholder Yield ETF

8.19 8.8 Mil
—

Cambria Foreign Shareholder Yield ETF

8.11 8.8 Mil
—

Cambria Shareholder Yield ETF

7.30 7.9 Mil
—

Cambria Global Value ETF

6.03 6.5 Mil
—

Vanguard Intmdt-Term Trs ETF

5.89 6.4 Mil
—

Cambria Micro and Smcp Shld Yld ETF

5.12 5.5 Mil
—

Invesco Optm Yd Dvrs Cdty Stra No K1 ETF

4.29 4.6 Mil
—

Cambria Tactical Yield ETF

4.01 4.3 Mil
—

Vanguard Total Bond Market ETF

3.92 4.2 Mil
—