Strategy Shares Nasdaq 7 Handl™ 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.
Strategy Shares Nasdaq 7 Handl™ Index ETF HNDL
Morningstar’s Analysis HNDL
Will HNDL 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 78.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Recv Hndl Trs N7hndlt Eq | 20.95 | 165M | — |
Vanguard Total Bond Market ETF | 9.14 | 72M | — |
iShares Core US Aggregate Bond ETF | 9.14 | 72M | — |
Schwab US Aggregate Bond ETF™ | 9.13 | 72M | — |
Invesco NASDAQ 100 ETF | 6.14 | 48M | — |
Global X MLP & Energy Infrastructure ETF | 5.70 | 45M | — |
WisdomTree U.S. Efficient Core Fund | 5.52 | 43M | — |
Vanguard Dividend Appreciation ETF | 4.95 | 39M | — |
State Street®UtilSelSectSPDR®ETF | 4.35 | 34M | — |
Schwab US REIT ETF™ | 3.87 | 30M | — |