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Innovator IBD® Breakout Opps ETF BOUT

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

Morningstar’s Analysis BOUT

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

  • People Pillar

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

Innovator IBD ® Breakout Opps ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

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 BOUT

More BOUT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

On Holding AG

3.37 417,182
Consumer Cyclical

Morgan Stanley Direct Lending

3.36 416,234
—

Marex Group PLC

3.34 413,574
Financial Services

Viking Holdings Ltd

3.28 406,072
Consumer Cyclical

Centuri Holdings Inc

3.26 403,774
Utilities

American Healthcare REIT Inc Ordinary Shares

3.26 403,084
Real Estate

Loar Holdings Inc

3.20 396,238
Industrials

PACS Group Inc

3.18 393,225
Healthcare

Seagate Technology Holdings PLC

3.17 392,270
Technology

Spectrum Brands Holdings Inc

3.02 374,137
Consumer Defensive