Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Mindful Conservative ETF MFUL
Morningstar’s Analysis MFUL
Will MFUL outperform in 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 78.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Goldman Sachs Access Treasury 0-1 Yr ETF | 15.46 | 8.2 Mil | — |
SPDR® Blmbg 1-3 Mth T-Bill ETF | 10.39 | 5.5 Mil | — |
Schwab US Large-Cap Value ETF™ | 10.20 | 5.4 Mil | — |
iShares Core Growth Allocation ETF | 6.68 | 3.6 Mil | — |
iShares 0-5 Year TIPS Bond ETF | 6.60 | 3.5 Mil | — |
iShares® 0-3 Month Treasury Bond ETF | 6.39 | 3.4 Mil | — |
SPDR® SSgA Multi-Asset Real Return ETF | 6.28 | 3.4 Mil | — |
WisdomTree Floating Rate Treasury ETF | 5.57 | 3.0 Mil | — |
Vanguard Mega Cap Growth ETF | 5.41 | 2.9 Mil | — |
Vanguard Interm-Term Corp Bd ETF | 5.18 | 2.8 Mil | — |