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.
Strategy Shares Nasdaq 7 Handl™ ETF HNDL
Morningstar’s Analysis HNDL
Will HNDL outperform in 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 78.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vanguard Total Bond Market ETF | 11.53 | 89.9 Mil | — |
SPDR® Portfolio Aggregate Bond ETF | 11.53 | 89.9 Mil | — |
iShares Core US Aggregate Bond ETF | 11.52 | 89.8 Mil | — |
Alerian MLP ETF | 7.59 | 59.2 Mil | — |
Invesco NASDAQ 100 ETF | 7.44 | 58.0 Mil | — |
WisdomTree U.S. Efficient Core Fund | 7.01 | 54.7 Mil | — |
Vanguard Dividend Appreciation ETF | 6.29 | 49.1 Mil | — |
Schwab US REIT ETF™ | 5.72 | 44.6 Mil | — |
JPMorgan Equity Premium Income ETF | 5.05 | 39.4 Mil | — |
Xtrackers USD High Yield Corp Bd ETF | 4.43 | 34.6 Mil | — |