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Pinnacle Focused Opportunities ETF FCUS

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

Morningstar’s Analysis FCUS

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

  • People Pillar

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

Pinnacle Focused Opportunities ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 FCUS

More FCUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

5.22 1.7 Mil
Utilities

NVIDIA Corp

5.05 1.6 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

4.49 1.4 Mil
Technology

Natera Inc

4.44 1.4 Mil
Healthcare

Vertiv Holdings Co Class A

4.37 1.4 Mil
Industrials

Super Micro Computer Inc

4.26 1.4 Mil
Technology

EMCOR Group Inc

4.26 1.4 Mil
Industrials

Coinbase Global Inc Ordinary Shares - Class A

4.24 1.3 Mil
Financial Services

GE Aerospace

3.91 1.2 Mil
Industrials

Wingstop Inc

3.82 1.2 Mil
Consumer Cyclical