Morningstar

United States Commodity Index USCI

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

Morningstar’s Analysis USCI

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

  • People Pillar

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

United States Commodity Index’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USCI

More USCI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bny Cash Reserve

19.78 70.1 Mil
Cash and Equivalents

Drey Inst Pref Gov Mm Inst 6546

16.79 59.5 Mil
Corporate

Cocoa Future Dec 24

4.01 14.2 Mil
—

Coffee C Future Dec 24

3.87 13.7 Mil
—

Gold Future Oct 24

3.77 13.4 Mil
—

Lean Hog Future Oct 24

3.69 13.1 Mil
—

Copper Future Dec 24

3.65 12.9 Mil
—

Crude Oil Future Oct 24

3.53 12.5 Mil
—

Brent Crude Future Nov 24

3.51 12.4 Mil
—

Soybean Oil Future Oct 24

3.45 12.2 Mil
—

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