Morningstar

LeaderShares® AlphaFactor® Tactical Focused ETF LSAT

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Investment Management Investment Hub

Morningstar’s Analysis LSAT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LeaderShares® AlphaFctr® Tctcl Fcsd ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LSAT

More LSAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

APi Group Corp

3.43 2M
Industrials

H&R Block Inc

3.43 2M
Consumer Cyclical

Allison Transmission Holdings Inc

3.42 2M
Consumer Cyclical

SM Energy Co

3.40 2M
Energy

Kemper Corp

3.39 2M
Financial Services

GoDaddy Inc Class A

3.37 2M
Technology

American International Group Inc

3.35 2M
Financial Services

Morningstar Inc

3.34 2M
Financial Services

Fortive Corp

3.34 2M
Technology

Toll Brothers Inc

3.34 2M
Consumer Cyclical

Sponsor Center