Morningstar

RH Tactical Rotation ETF RHRX

Morningstar Medalist Rating
Medalist Rating as of | See Adaptive ETF Investment Hub

Morningstar’s Analysis RHRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

RH Tactical Rotation ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 RHRX

More RHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street® SPDR® S&P 500® ETF

25.13 14M
—

State Street SPDR Port S&P 500 Gr ETF

24.44 14M
—

State Street®EngySelSectSPDR®ETF

16.76 10M
—

State Street®TechSelSectSPDR®ETF

15.46 9M
—

State Street®HlthCrSelSectSPDR®ETF

15.40 9M
—

Fidelity Inv MM Government I

3.44 2M
Cash and Equivalents

Spy 261016p0075000

0.05 27,888
—

Cash

−0.68 −392,545
Cash and Equivalents

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