Morningstar

TrueMark ETFs

View all of TrueMark’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.

TrueMark ETFs List

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
TrueShares Eagle Global Next Gen Power Infrastructure ETFPWRZEquity Energy
7.10%910.750%
TrueShares Technology, AI and Deep Learning ETFLRNZTechnology
47.27%220.690%
TrueShares Patriot Defense ETFFLDZMid-Cap Blend
−3.49%990.400%
RiverNorth Market Neutral ETFRNMNFinancial—2.07%380.590%
TrueShares Seasonality Laddered Buffered ETFONEZDefined Outcome—
8.48%470.960%
TrueShares Equity Hedge ETFONEHEquity Hedged—
——0.790%
TrueShares Structured Outcome (November) ETFNOVZDefined Outcome—
9.09%390.790%
TrueShares Structured Outcome (December) ETFDECZDefined Outcome—
9.71%320.790%
TrueShares ConVequity ETFPVEXLarge Blend——9.50%760.820%
TrueShares Structured Outcome (September) ETFSEPZDefined Outcome—
10.06%250.800%
TrueShares S&P Autocallable Defensive Income ETFPAYMDerivative Income—
9.05%490.740%
TrueShares Structured Outcome (February) ETFFEBZDefined Outcome—
9.17%380.790%
TrueShares S&P Autocallable High Income ETFPAYHDerivative Income—
11.98%410.740%
TrueShares Structured Outcome (June) ETFJUNZDefined Outcome—
10.06%250.790%
TrueShares Structured Outcome (May) ETFMAYZDefined Outcome—
10.08%260.790%
TrueShares Quarterly Bear Hedge ETFQBERNontraditional Bond—
−0.08%620.790%
TrueShares Structured Outcome (August) ETFAUGZDefined Outcome—
9.48%330.790%
Trueshares Structured Outcome (July) ETFJULZDefined Outcome—
10.06%250.790%
TrueShares Quarterly Bull Hedge ETFQBULNontraditional Bond—
1.59%310.790%
TrueShares Structured Outcome (March) ETFMARZDefined Outcome—
9.18%380.790%
TrueShares Structured Outcome (April) ETFAPRZDefined Outcome—
8.74%450.790%
TrueShares Structured Outcome (January) ETFJANZDefined Outcome—
9.83%300.790%
TrueShares Structured Outcome (October) ETFOCTZDefined Outcome—
9.47%330.790%

TrueMark ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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