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Morningstar

Point Bridge America First ETF MAGA

Morningstar Medalist Rating
Medalist Rating as of | See Point Bridge Capital Investment Hub

Morningstar’s Analysis MAGA

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

  • People Pillar

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

Point Bridge America First ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 MAGA

More MAGA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Energy Corp

1.04 219,864
Utilities

Blue Owl Capital Inc Ordinary Shares - Class A

0.92 193,614
Financial Services

Marathon Petroleum Corp

0.90 189,924
Energy

Valero Energy Corp

0.90 188,628
Energy

Diamondback Energy Inc

0.89 188,197
Energy

Caterpillar Inc

0.89 188,103
Industrials

Interactive Brokers Group Inc Class A

0.88 185,630
Financial Services

Targa Resources Corp

0.88 185,283
Energy

Phillips 66

0.82 172,284
Energy

Carlisle Companies Inc

0.82 172,185
Industrials