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Morningstar

Thrivent Small-Mid Cap ESG ETF TSME

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

Morningstar’s Analysis TSME

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

  • People Pillar

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

A strong management team and sound investment process underpin Thrivent Small-Mid Cap ESG ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TSME

More TSME Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celestica Inc Ordinary Shares (Subordinate Voting)

3.67 5.7 Mil
Technology

Modine Manufacturing Co

3.41 5.3 Mil
Consumer Cyclical

Saia Inc

2.57 4.0 Mil
Industrials

Fair Isaac Corp

2.38 3.7 Mil
Technology

Quanta Services Inc

2.33 3.6 Mil
Industrials

The Timken Co

2.25 3.5 Mil
Industrials

Insight Enterprises Inc

2.10 3.3 Mil
Technology

Core & Main Inc Class A

1.96 3.0 Mil
Industrials

Skyline Champion Corp

1.95 3.0 Mil
Consumer Cyclical

Regal Rexnord Corp

1.95 3.0 Mil
Industrials