Morningstar

TrueShares Quarterly Bull Hedge ETF QBUL

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

Morningstar’s Analysis QBUL

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

  • People Pillar

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

Weakness in TrueShares Quarterly Bull Hedge ETF's Process and People 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QBUL

More QBUL 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

United States Treasury Bills

98.94 45.7 Mil
Government

Option on SPDR® S&P 500® ETF Trust

0.83 382,019
—

State Street Instl US Govt MMkt Admin

0.20 94,435
Cash and Equivalents

Cash

0.02 11,215
Cash and Equivalents

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