assign to the fund if an analyst covered the fund. Holdings data for other ETFs in the n/a ETFdb.com Category is presented in the following table. Assets and Average Volume as of 2021-02-04 15:21:03 -0500. Investment Policy The Fund seeks to track the performance of the Cambria Trinity Index. ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETFdb.com Category. The index employs a balanced, systematic approach to asset allocation, focusing on diversification, value investing, and trend following. Click here for more on how to use these ratings. Change-0.10-0.44%. Cambria Trinity ETF (TRTY) 25.40 -0.05 ( -0.20% ) USD | Feb 03, 20:00 The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. The People Pillar is our evaluation of the TRTY management team’s experience and ability. An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets just like an index fund, but trades like a stock on an exchange. The Underlying Index is designed to provide diversified exposure to … The investment objective of the Cambria Trinity ETF seeks to invest in a wide range of asset classes in order to capture the performance of the value, momentum and trend-following factors. Join other Individual Investors receiving FREE personalized market updates and research. The passively managed fund seeks to capture the returns attributable to value and momentum factor risk premia. Open-End Investment Company. Unlock our full analysis with Morningstar Premium. This table describes the fees and expenses that you may pay if you buy and hold Shares of the Fund. In depth view into TRTY (Cambria Trinity ETF) including performance, dividend history, holdings and portfolio stats. Cambria may add additional ETFs or modify the composition of existing Portfolios at any time without prior notice to clients. The Cambria Trinity ETF seeks to track the performance, before fees and expenses, of the Cambria Trinity Index. universe to create the Morningstar Quantitative Rating (denoted on this page by a © Copyright 2021 Morningstar, Inc. All rights reserved. We believe that’s a moderate risk level. Legal Structure. Retirement Portfolio Redux: Is the 60%-40% Portfolio Dead? Click here for more on how to use these ratings. It seeks to track the Cambria Trinity Index. Get our overall rating based on a fundamental assessment of the pillars below. You may also wish to check out the: Check your email and confirm your subscription to complete your personalized experience. For more detailed holdings data for an ETF click the ‘View’ link in the right column. INVESTMENT OBJECTIVE . Find the latest Cambria Trinity ETF (TRTY) stock discussion in Yahoo Finance's forum. Please help us personalize your experience. Overview Profile Holdings Charts Historical Quotes Options Cambria Trinity ETF. Meb kicks off the episode with the advantages of holistic-all-in-one asset allocation portfolios. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Set Alerts. Cambria Trinity Index – ETF Tracker The index is designed to provide diversified exposure to all of the major asset classes in the various regions, countries, and sectors around the globe and absolute positive returns with lower volatility and risk compared to global equity markets. Cambria Funds has listed the Cambria Trinity ETF (TRTY US) on Cboe BZX. The Fund seeks to track the performance of the Cambria Trinity Index. Tax Rate data for other ETFs in the n/a ETFdb.com Category is presented in the following table. It does this by tracking the Cambria Trinity Index, which employs a balanced, systematic approach to asset allocation, focusing on diversification, value investing, and trend following. Summary: In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s Asset Allocation ETFs, the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). Investment Policy The Fund seeks to track the performance of the Cambria Trinity Index. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Cambria County Burial Index we have built. Cambria Trinity ETF | advanced ETF Charts to monitor exchange traded fund data and compare TRTY with other ETFs and exchanges. Dollars. Cambria Investment Management, L.P (the “Adviser”) serves as the investment adviser to the Fund. Please note that it has been built with the data from THIS web site only, and therefore, cemetery data from the Blacklick and White Township web pages is not included. Other ETFs in the n/a ETFdb.com Category are presented in the following table. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. TRTY - Cambria Trinity ETF's top holdings are Vanguard Intermediate-Term Treasury Index Fund (US:VSIGX), Vanguard Total Bond Market Index Fund (US:BND), Cambria Sovereign Bond ETF (US:SOVB), Cambria Value and Momentum ETF (US:VAMO), and Vanguard Short-Term Bond Index … Learn everything you need to know about Cambria Trinity ETF (TRTY) and how it ranks compared to other funds. The table below includes fund flow data for all U.S. listed Highland Capital Management ETFs. The following table presents certain technical indicators for ETFs tracking the Cambria Trinity Index. The machine-learning model is then applied to the “uncovered” fund Cambria Trinity ETF . The index employs a balanced, systematic approach to asset allocation, focusing on diversification, value investing, and trend following. This site is protected by reCAPTCHA and the Google The Cambria Trinity … ), which is analogous to the rating a Morningstar analyst might Morningstar Quantitative Rating™ for funds. Objective. The Cambria Trinity ETF (BATS: TRTY) seeks to track the performance, before fees and expenses, of the Cambria Trinity Index. The following table presents dividend information for ETFs tracking the Cambria Trinity Index, including yield and dividend date. About Cambria Trinity ETF Cambria Trinity ETF is an exchange-traded fund incorporated in the USA. The fund combines a buy-and-hold approach with trend-following strategies. The investment seeks income and capital appreciation. Privacy Policy and Fund flow information for other ETFs in the n/a ETFdb.com Category is presented in the following table. Sort By: Welcome to ETFdb.com. The Fund seeks to track the performance, before fees and expenses, of the Cambria Trinity Index (the “Underlying Index”). The Cambria Trinity ETF tries to reflect the performance of the Cambria Trinity Index, which is designed to provide diversified exposure to all of the major asset classes in … These quantitative rating predictions make up what we call the Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Market Index. The Parent Pillar is our rating of TRTY’s parent organization’s priorities and whether they’re in line with investors’ interests. Technical information for other ETFs in the n/a ETFdb.com Category is presented in the following table. Expense information for other ETFs in the n/a ETFdb.com Category is presented in the following table. About Cambria Trinity ETF. The ETF is unconstrained in its investment approach, selecting from a wide range of geographic and asset class exposures accessed via in-house and third-party ETFs. Share your opinion and gain insight from other stock traders and investors. Links to analysis of other ETFs in the n/a ETFdb.com Category is presented in the following table. With the 10-year U.S. Treasury yield hovering below 1% and Federal Reserve Chairman Jerome Powell... Investors could be forgiven to think there was no reason to invest outside of the U.S. for the... Are you getting the best rate from your broker? To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Sign up for ETFdb.com Advisor Alerts now! Cambria Trinity ETF TRTY Morningstar Analyst Rating ... Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The following table presents expense information for ETFs tracking the Cambria Trinity Index. Historical return data for other ETFs in the n/a ETFdb.com Category is presented in the following table. The Cambria Trinity ETF (the “Fund”) seeks to track the performance, before fees and expenses, of the Cambria Trinity Index (the “Underlying Index”). Under normal market conditions, the fund invests at least 80% of its total assets in the components of the underlying index and in depositary receipts representing components of the underlying index. He talks about the classic 60/40 portfolio … To see complete technical metrics click the ‘View’ link in the right column. TRTY $ 22.15. BATS: TRTY GO. Cambria Trinity ETF's stock was trading at $22.25 on March 11th, 2020 when COVID-19 (Coronavirus) reached pandemic status according to the World Health Organization. The following table presents a proprietary ETFdb rating for ETFs tracking the Cambria Trinity Index. * Assets in thousands of U.S. Cambria Trinity Index. The following table presents links to in-depth analysis for ETFs tracking the Cambria Trinity Index. The Cambria Trinity ETF (BATS: TRTY) seeks to track the performance, before fees and expenses, of the Cambria Trinity Index. Cambria ETF Trust - Cambria Trinity ETF is an exchange traded fund of fund launched and managed by Cambria Investment Management, L.P. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond ETFs. The index is designed to provide diversified exposure to all of the major asset classes in the various regions, countries, and sectors around the globe and absolute positive returns with lower volatility and risk compared to global equity markets. Invesco S&P MidCap Low Volatility ETF (XMLV) Expense Ratio: 0.25% Investors may be skittish … Highest YTD Returns It … Largest in Assets The investment seeks income and capital appreciation. Compare your broker's rates now to find out if you can save money, We are redirecting you to the Broker Center now. As of 01/29/2021 ETFs Tracking Other Mutual Funds Portfolio Diversification Isn't Dead, It Was Just Sleeping. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRTY’s performance objective and investment process is for both security selection and portfolio construction. Lowest Expense Ratio. Cambria Trinity ETF. Cambria has discretion to allocate any portion, up to 100%, of a Trinity Model Portfolio into Cambria ETFs. The following table presents historical return data for ETFs tracking the Cambria Trinity Index. For those of you familiar with our Trinity Portfolios, the new Trinity ETF approximates a Trinity level between 3 and 4. ETFs track fairly closely to the indexes that they follow, such as the S&P 500 or the Dow Jones Industrial Average. Since then, TRTY shares have increased by 13.6% and is now trading at $25.2736. Your personalized experience is almost ready. Sep 25, 2020. The following table presents sortable tax data for ETFs currently tracking the Cambria Trinity Index. The investment seeks to track the performance, before fees and expenses, of the Cambria Trinity Index (the "underlying index"). Thank you for your submission, we hope you enjoy your experience. their past ratings decisions, and the data used to support those decisions. Learn How to Read a Morningstar Analyst Report. While TRTY is an active fund, it aims to replicate or beat the performance of the Cambria Trinity Index, a benchmark that “employs a balanced, systematic approach to … ETFs tracking the Cambria Trinity Index are presented in the following table. Terms of Service apply. Find the latest Cambria Trinity ETF (TRTY) stock quote, history, news and other vital information to help you with your stock trading and investing. Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF, 6 Meridian Hedged Equity-Index Option Strategy ETF, FT Cboe Vest U.S. Equity Buffer ETF - February, Innovator S&P 500 Power Buffer ETF February Series, Click Here to Join to ETFdb Pro for 14 Days Free, Export This Data & So Much More. The index employs a balanced, systematic approach to asset allocation, focusing on diversification, value investing, and trend following. The following table presents holdings data for all ETFs tracking the Cambria Trinity Index. The Index is designed to provide diversified exposure to all of the major asset classes in the various regions, countries, and sectors around the globe and absolute positive returns with lower volatility and risk compared to global equity markets. Welcome to ETFdb.com. TRTY MSCI ESG Analytics Insight Cambria Trinity ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.45 out of 10. The MSCI ESG … Dividend information for other ETFs in the n/a ETFdb.com Category is presented in the following table. Join other Institutional Investors receiving FREE personalized market updates and research. Links to a proprietary ETFdb rating for other ETFs in the n/a ETFdb.com Category is presented in the following table. FEES AND EXPENSES . We call the Morningstar quantitative Rating™ for funds and hold Shares of the TRTY Management team ’ s a risk. Confirm your subscription to complete your personalized experience by reCAPTCHA and the Google Privacy Policy and Terms of apply... Notice to clients Industrial Average, s & P 500, Nasdaq, trend... The People Pillar is our evaluation of the Cambria Trinity Index, including yield and date... 'S forum launched and managed by Cambria investment Management, L.P you for your submission, we redirecting. 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