Morningstar

SMI 3Fourteen REAL Asset Allocation ETF RAA

Morningstar Medalist Rating
Medalist Rating as of | See 3fourteensmi Investment Hub

Morningstar’s Analysis RAA

Will RAA outperform in the 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 RAA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SMI 3Fourteen REAL Asset Allocation ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RAA

More RAA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BNY Mellon US Large Cap Core Equity ETF

14.85 90M
—

Invesco Optm Yd Dvrs Cdty Stra No K1 ETF

10.05 61M
—

Schwab Long-Term US Treasury ETF

7.98 48M
—

Vanguard Interm-Term Corp Bd ETF

5.97 36M
—

Schwab High Yield Bond ETF

5.94 36M
—

iShares JP Morgan USD Em Mkts Bd ETF

3.96 24M
—

iMGP DBi Managed Futures Strategy ETF

3.54 21M
—

Vanguard MStar Small Cap ETF

3.00 18M
—

Schwab US TIPS ETF™

3.00 18M
—

Sprott Physical Gold Trust

2.00 12M
—

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