Strategy Shares Nasdaq 7 Handl™ 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.
Strategy Shares Nasdaq 7 Handl™ Index ETF HNDL
Morningstar’s Analysis HNDL
Will HNDL 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 80.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Recv Hndl Trs N7hndlt Eq | 24.33 | 203M | — |
Vanguard Total Bond Market ETF | 8.77 | 73M | — |
Schwab US Aggregate Bond ETF™ | 8.76 | 73M | — |
iShares Core US Aggregate Bond ETF | 8.76 | 73M | — |
Global X MLP & Energy Infrastructure ETF | 6.09 | 51M | — |
WisdomTree U.S. Efficient Core Fund | 5.28 | 44M | — |
Invesco NASDAQ 100 ETF | 5.22 | 44M | — |
Vanguard Dividend Appreciation ETF | 4.88 | 41M | — |
JPMorgan Equity Premium Income ETF | 4.30 | 36M | — |
Schwab US REIT ETF™ | 3.93 | 33M | — |