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LeaderSharesTM AlphaFactor® US Cr Eq ETF LSAF

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

Morningstar’s Analysis LSAF

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

  • People Pillar

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

Weakness in LeaderSharesTM AlphaFactor ® US Cr Eq ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSAF

More LSAF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.56 2.2 Mil
Utilities

Tenet Healthcare Corp

1.30 1.9 Mil
Healthcare

NRG Energy Inc

1.29 1.8 Mil
Utilities

TD Synnex Corp

1.19 1.7 Mil
Technology

Deckers Outdoor Corp

1.18 1.7 Mil
Consumer Cyclical

GoDaddy Inc Class A

1.18 1.7 Mil
Technology

Alphabet Inc Class A

1.17 1.7 Mil
Communication Services

Apple Inc

1.15 1.6 Mil
Technology

Avnet Inc

1.13 1.6 Mil
Technology

Crocs Inc

1.12 1.6 Mil
Consumer Cyclical