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Morningstar

LeaderShares® Activist Leaders® ETF ACTV

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

Morningstar’s Analysis ACTV

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LeaderShares ® Activist Leaders ® ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ACTV

More ACTV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freshpet Inc

4.44 3.6 Mil
Consumer Defensive

Conduent Inc

4.07 3.3 Mil
Technology

Bath & Body Works Inc

4.06 3.3 Mil
Consumer Cyclical

Dana Inc

4.05 3.3 Mil
Consumer Cyclical

GoDaddy Inc Class A

4.05 3.3 Mil
Technology

Mercury Systems Inc

3.97 3.2 Mil
Industrials

Insight Enterprises Inc

3.89 3.1 Mil
Technology

Invesco Ltd

3.88 3.1 Mil
Financial Services

Janus Henderson Group PLC

3.85 3.1 Mil
Financial Services

Algonquin Power & Utilities Corp

3.73 3.0 Mil
Utilities