Due to Return stacked's short track record as a firm, two months, there has not been time to demonstrate whether it has a unique value proposition over peer asset managers.
This earns the firm a Below Average Parent Pillar rating. The firm currently manages one vehicle, with a total of$ 148.7 million under management across a group of seven strategy managers. The firm's earliest portfolio manager hire, Adam Donald Butler, has 12 years of industry experience and has performed well on other strategies, which is reassuring.
As Return stacked builds and continues to develop a track record, its rating will be adjusted accordingly.
| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| 0 | ||
| Not Rated | 5 |
|
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Return Stacked Bonds & Futures Yield ETF | — | — |
| Return Stacked® US Stk & Futs Yld ETF | — | — |
| Return Stacked Global Stocks & Bonds ETF | — | — |
| Return Stacked Bonds & Managed Futs ETF | — | — |
| Return Stacked® US Stocks & Mgd Futs ETF | — | — |
United States