Morningstar

RiverNorth Patriot ETF FLDZ

Morningstar Medalist Rating
Medalist Rating as of | See TrueMark Investment Hub

Morningstar’s Analysis FLDZ

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

  • People Pillar

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

Weakness in RiverNorth Patriot ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLDZ

More FLDZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chesapeake Energy Corp Ordinary Shares - New

0.85 32,866
Energy

Constellation Energy Corp

0.53 20,434
Utilities

Carvana Co Class A

0.52 20,172
Consumer Cyclical

Lowe's Companies Inc

0.52 20,118
Consumer Cyclical

NVR Inc

0.50 19,465
Consumer Cyclical

Vistra Corp

0.48 18,806
Utilities

Liberty Broadband Corp Registered Shs Series -C-

0.48 18,701
Communication Services

AT&T Inc

0.47 18,440
Communication Services

EOG Resources Inc

0.47 18,095
Energy

EMCOR Group Inc

0.46 18,055
Industrials

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