The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Strategy Shares Nwfnd/RSlv Rbt Mmt ETF ROMO
Morningstar’s Analysis ROMO
Will ROMO 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core S&P 500 ETF | 97.89 | 40.7 Mil | — |
iShares Core MSCI EAFE ETF | 1.98 | 823,754 | — |
iShares 1-3 Year Treasury Bond ETF | 0.13 | 53,790 | — |