Relative Strength Managed Vol Stgy 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.
Relative Strength Managed Volatility Strategy ETF RSMV
Morningstar’s Analysis RSMV
Will RSMV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Palantir Technologies Inc Ordinary Shares - Class A | 5.26 | 974,905 | Technology |
Meta Platforms Inc Class A | 5.12 | 948,065 | Communication Services |
Palo Alto Networks Inc | 5.01 | 928,018 | Technology |
Microsoft Corp | 4.99 | 924,578 | Technology |
Thermo Fisher Scientific Inc | 4.81 | 891,329 | Healthcare |
ExxonMobil Holdings Corp | 4.79 | 887,413 | Energy |
Merck & Co Inc | 4.77 | 883,137 | Healthcare |
Apple Inc | 4.75 | 880,303 | Technology |
AbbVie Inc | 4.74 | 877,004 | Healthcare |
Chevron Corp | 4.68 | 866,506 | Energy |