SGI Dynamic Tactical 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.
SGI Dynamic Tactical ETF DYTA
Morningstar’s Analysis DYTA
Will DYTA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 103.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SGI U.S. Large Cap Core ETF | 32.06 | 27M | — |
iShares US Real Estate ETF | 14.60 | 12M | — |
iShares Core S&P Mid-Cap ETF | 14.50 | 12M | — |
iShares MSCI USA Momentum Factor ETF | 14.00 | 12M | — |
Vanguard Information Technology ETF | 13.87 | 12M | — |
Vanguard Total International Stock ETF | 5.20 | 4M | — |
iShares MSCI ACWI ex US ETF | 4.81 | 4M | — |
Schwab International Equity ETF™ | 4.80 | 4M | — |
U.S. Bank Money Market Deposit Account | 0.23 | 193,308 | Cash and Equivalents |
US DOLLARS | −4.08 | −3M | Cash and Equivalents |
United States