Relative Strength Managed Vol Stgy 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.
Relative Strength Managed Volatility Strategy ETF RSMV
Morningstar’s Analysis RSMV
Will RSMV outperform in the 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 51.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
CrowdStrike Holdings Inc Class A | 5.70 | 1M | Technology |
Palantir Technologies Inc Ordinary Shares - Class A | 5.29 | 971,731 | Technology |
ExxonMobil Holdings Corp | 5.09 | 935,618 | Energy |
Chevron Corp | 5.09 | 934,536 | Energy |
Marvell Technology Inc | 5.05 | 927,171 | Technology |
Costco Wholesale Corp | 4.99 | 916,706 | Consumer Defensive |
Microsoft Corp | 4.99 | 916,605 | Technology |
NVIDIA Corp | 4.98 | 915,192 | Technology |
Visa Inc Class A | 4.97 | 913,806 | Financial Services |
Procter & Gamble Co | 4.96 | 912,024 | Consumer Defensive |