Morningstar

Mindful Conservative ETF MFUL

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

Morningstar’s Analysis MFUL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Mindful Conservative 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
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Portfolio Holdings MFUL

More MFUL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Floating Rate Treasury ETF

13.55 959,022
—

State Street® SPDR® Blmbg1-3MthT-BillETF

10.60 750,073
—

iShares Core 40/60 Moderate Allc ETF

9.23 653,506
—

iShares Short Duration Bond Active ETF

8.34 590,342
—

State Street® SPDR® Blmbg Cnvrt Secs ETF

5.30 374,973
—

iShares Core 80/20 Aggressive Allc ETF

5.07 358,732
—

iShares Core 60/40 Balanced Allc ETF

4.96 351,096
—

Vanguard MStar Mega Cap Value ETF

4.90 347,149
—

ProShares S&P 500 Dividend Aristocrats

4.84 342,561
—

iShares® 0-3 Month Treasury Bond ETF

4.79 338,990
—

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