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Morningstar

Cabana Target Leading Sector Mod ETF CLSM

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

Morningstar’s Analysis CLSM

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

  • People Pillar

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

Weakness in Cabana Target Leading Sector Mod ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLSM

More CLSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco NASDAQ 100 ETF

31.71 56.2 Mil
—

Health Care Select Sector SPDR® ETF

29.86 52.9 Mil
—

Energy Select Sector SPDR® ETF

27.98 49.5 Mil
—

Technology Select Sector SPDR® ETF

5.30 9.4 Mil
—

iShares Select Dividend ETF

5.00 8.9 Mil
—

Invesco Govt Agency Instl 1901

0.16 275,969
Cash and Equivalents