Ned Davis Research 360 Dyn Allc ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Ned Davis Research 360 Dynamic Allocation ETF NDAA
Morningstar’s Analysis NDAA
Will NDAA 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 NDAA 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 NDAA’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 98.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Vanguard S&P 500 ETF | 19.67 | 878,299 | — |
Vanguard Growth ETF | 17.40 | 776,782 | — |
iShares Core MSCI Emerging Markets ETF | 12.48 | 557,238 | — |
abrdn Blmb AllCmdStrK1Fr ETF | 10.69 | 477,150 | — |
State Street® SPDR® Blmbg1-3MthT-BillETF | 10.32 | 460,593 | — |
iShares Core S&P US Value ETF | 10.30 | 459,717 | — |
iShares Core MSCI EAFE ETF | 10.28 | 459,212 | — |
iShares Core S&P Small-Cap ETF | 7.74 | 345,668 | — |
First American Government Obligs X | 1.14 | 50,908 | Cash and Equivalents |
OTHER ASSETS AND LIABILITIES | −0.01 | −517 | — |
United States