Morningstar

SGI Dynamic Tactical ETF DYTA

Morningstar Medalist Rating
Medalist Rating as of | See Summit Global Investment Hub

Morningstar’s Analysis DYTA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI Dynamic Tactical ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DYTA

More DYTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bank Money Market Deposit Account

34.35 36M
Cash and Equivalents

SGI U.S. Large Cap Core ETF

20.06 21M
—

iShares MSCI USA Momentum Factor ETF

10.38 11M
—

Vanguard Information Technology ETF

9.94 10M
—

iShares Core S&P Mid-Cap ETF

8.71 9M
—

iShares US Real Estate ETF

7.93 8M
—

Vanguard Total International Stock ETF

3.02 3M
—

Schwab International Equity ETF™

2.81 3M
—

iShares MSCI ACWI ex US ETF

2.81 3M
—

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