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Morningstar

Strategy Shares Nasdaq 5 Handl™ ETF FIVR

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

Morningstar’s Analysis FIVR

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

People Pillar

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

Strategy Shares Nasdaq 5 Handl ™ ETF earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIVR

More FIVR Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 79.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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