Morningstar

LeaderShares® AlphaFactor® Tactical Focused ETF LSAT

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Investment Management Investment Hub

Morningstar’s Analysis LSAT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LeaderShares® AlphaFctr® Tctcl Fcsd 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 LSAT

More LSAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

H&R Block Inc

3.76 3M
Consumer Cyclical

Morningstar Inc

3.65 3M
Financial Services

SM Energy Co

3.61 3M
Energy

Harley-Davidson Inc

3.59 3M
Consumer Cyclical

Kemper Corp

3.54 2M
Financial Services

GoDaddy Inc Class A

3.54 2M
Technology

Halozyme Therapeutics Inc

3.52 2M
Healthcare

Science Applications International Corp

3.50 2M
Technology

Match Group Inc Ordinary Shares - New

3.44 2M
Communication Services

Churchill Downs Inc

3.40 2M
Consumer Cyclical

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