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Morningstar

Cultivar ETF CVAR

Morningstar Medalist Rating
Medalist Rating as of | See Cultivar ETF Investment Hub

Morningstar’s Analysis CVAR

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

  • People Pillar

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

Weakness in Cultivar ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVAR

More CVAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

6.34 1.9 Mil
Government

United States Treasury Bonds 1.25%

3.18 949,839
Government

Proto Labs Inc

3.00 896,810
Industrials

Healthcare Services Group Inc

2.75 822,853
Healthcare

Core Laboratories Inc

2.72 813,640
Energy

Southwest Airlines Co

2.55 762,505
Industrials

Newmont Corp

2.38 712,734
Basic Materials

United States Treasury Bonds 1.375%

2.03 605,766
Government

Barrick Gold Corp

1.97 590,597
Basic Materials

United States Treasury Bonds 2.25%

1.91 569,820
Government