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Running Oak Efficient Growth ETF RUNN

Morningstar Medalist Rating
Medalist Rating as of | See Running Oak Investment Hub

Morningstar’s Analysis RUNN

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

  • People Pillar

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

Running Oak Efficient Growth ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RUNN

More RUNN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Toro Co

2.04 3.3 Mil
Industrials

Air Products & Chemicals Inc

1.87 3.1 Mil
Basic Materials

RB Global Inc

1.84 3.0 Mil
Industrials

TJX Companies Inc

1.84 3.0 Mil
Consumer Cyclical

Honeywell International Inc

1.83 3.0 Mil
Industrials

Arthur J. Gallagher & Co

1.82 3.0 Mil
Financial Services

Becton Dickinson & Co

1.81 2.9 Mil
Healthcare

Boston Scientific Corp

1.81 2.9 Mil
Healthcare

Brown & Brown Inc

1.80 2.9 Mil
Financial Services

Marsh & McLennan Companies Inc

1.80 2.9 Mil
Financial Services