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Strategy Shares Nasdaq 7 Handl™ ETF HNDL

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

Morningstar’s Analysis HNDL

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

  • People Pillar

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

Despite People Pillar weakness and an Average Process Pillar, Strategy Shares Nasdaq 7 Handl ™ ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HNDL

More HNDL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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—

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—

Xtrackers USD High Yield Corp Bd ETF

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—

Schwab US REIT ETF™

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—