McElhenny Sheffield Managed Risk ETF (MSMR) — ETF Analysis on Winston

Key Facts

• Issuer: McElhenny Sheffield
• Category: Multi-Asset
• Asset Class: Asset allocation
• Price: $34.63
• Expense Ratio: 99.00%
• Assets Under Management: $151M
• Number of Holdings: 6
• Inception Date: 2021-11-17
• Currency: USD

Winston Score

McElhenny Sheffield Managed Risk ETF has a Winston Score of 55 out of 100.

Performance

• 1-Year Return: 21.69%
• 3-Year Return: 63.46%
• 5-Year Return: 42.14%

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)