Morningstar

Strategy Shares Gold-Hedged Bond ETF GOLY

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

Morningstar’s Analysis GOLY

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Strategy Shares Gold-Hedged Bond ETF to a Morningstar Medalist Rating of Neutral.

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 GOLY

More GOLY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssgh Fund Ltd Cfc

11.78 925,987
—

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7%

3.49 274,671
Corporate

Verizon Communications Inc. 4.522%

3.47 272,523
Corporate

Citigroup Inc. 4.412%

3.45 270,993
Corporate

Equinix, Inc. 3.2%

3.43 269,870
Corporate

Wells Fargo & Co. 3%

3.40 267,281
Corporate

JPMorgan Chase & Co. 4.493%

3.33 261,696
Corporate

Walt Disney Company 2.65%

3.32 261,239
Corporate

The Boeing Company 5.15%

3.16 248,097
Corporate

Goldman Sachs Group, Inc. 1.992%

2.97 233,242
Corporate

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