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Unusual Whales Subversive Rep Trd ETF KRUZ

Morningstar Medalist Rating
Medalist Rating as of | See Subversive Capital Investment Hub

Morningstar’s Analysis KRUZ

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

  • People Pillar

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

Weakness in Unusual Whales Subversive Rep Trd ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KRUZ

More KRUZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.04 929,077
Financial Services

Comfort Systems USA Inc

2.59 477,353
Industrials

NVIDIA Corp

2.19 403,325
Technology

Arista Networks Inc

1.65 304,571
Technology

Intel Corp

1.52 280,767
Technology

National Fuel Gas Co

1.52 279,729
Energy

United Therapeutics Corp

1.51 278,023
Healthcare

Elevance Health Inc

1.42 262,295
Healthcare

Texas Instruments Inc

1.41 260,254
Technology

Dow Inc

1.39 256,361
Basic Materials