Morningstar

Madison Covered Call ETF CVRD

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

Morningstar’s Analysis CVRD

Will CVRD outperform in the 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 CVRD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Covered Call ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CVRD

More CVRD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

14.55 5M
Cash and Equivalents

Danaher Corp

5.38 2M
Healthcare

Amazon.com Inc

4.40 1M
Consumer Cyclical

Visa Inc Class A

4.40 1M
Financial Services

Accenture PLC Class A

4.01 1M
Technology

Transocean Ltd

3.95 1M
Energy

BlackRock Inc

3.66 1M
Financial Services

Matador Resources Co

3.63 1M
Energy

Adobe Inc

3.52 1M
Technology

American Tower Corp

3.43 1M
Real Estate

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