Morningstar

LHA Risk-Managed Income ETF RMIF

Morningstar Medalist Rating
Medalist Rating as of | See Little Harbor Investment Hub

Morningstar’s Analysis RMIF

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

  • People Pillar

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

Weakness in LHA Risk-Managed Income 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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RMIF

More RMIF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg ST HY Bd ETF

20.27 6.9 Mil
—

Invesco Senior Loan ETF

20.03 6.9 Mil
—

SPDR® Blackstone Senior Loan ETF

20.02 6.9 Mil
—

First Trust Senior Loan ETF

19.30 6.6 Mil
—

iShares 0-5 Year High Yield Corp Bd ETF

19.03 6.5 Mil
—

First American Government Obligs X

0.63 214,982
Cash and Equivalents

First American Treasury Obligs X

0.63 214,982
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

0.10 33,493
Cash and Equivalents

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