Strategy Shares Nasdaq 7 Handl™ 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.
Strategy Shares Nasdaq 7 Handl™ Index ETF HNDL
Morningstar’s Analysis HNDL
Will HNDL outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 80.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Recv Hndl Trs N7hndlt Eq | 21.04 | 167M | — |
Vanguard Total Bond Market ETF | 9.03 | 72M | — |
iShares Core US Aggregate Bond ETF | 9.02 | 72M | — |
Schwab US Aggregate Bond ETF™ | 9.01 | 72M | — |
Invesco NASDAQ 100 ETF | 6.10 | 49M | — |
Global X MLP & Energy Infrastructure ETF | 5.86 | 47M | — |
WisdomTree U.S. Efficient Core Fund | 5.56 | 44M | — |
Vanguard Dividend Appreciation ETF | 5.03 | 40M | — |
State Street®UtilSelSectSPDR®ETF | 4.52 | 36M | — |
Schwab US REIT ETF™ | 3.88 | 31M | — |