Morningstar

Unlimited HFEQ Equity Long/Short ETF HFEQ

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

Morningstar’s Analysis HFEQ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Unlimited HFEQ Equity Long/Short 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HFEQ

More HFEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 116.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

33.00 4M
Cash and Equivalents

E-mini Nasdaq 100 Future Dec 26

19.55 2M
—

MSCI Emerging Markets Index Future Dec 26

17.16 2M
—

Vanguard MStar Value ETF

15.46 2M
—

E-mini S&P 500 Future Dec 26

12.77 2M
—

MSCI EAFE Index Future Dec 26

12.35 2M
—

Vanguard MStar Mid Cap ETF

10.33 1M
—

OTHER ASSETS AND LIABILITIES

10.01 1M
—

Vanguard US Momentum Factor ETF

8.54 1M
—

State Street®MatSelSectSPDR®ETF

6.92 853,862
—

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