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Morningstar

EA Bridgeway Blue Chip ETF BBLU

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

Morningstar’s Analysis BBLU

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

  • People Pillar

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

EA Bridgeway Blue Chip ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBLU

More BBLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.11 7.0 Mil
Financial Services

NVIDIA Corp

4.02 6.8 Mil
Technology

Microsoft Corp

3.92 6.6 Mil
Technology

Eli Lilly and Co

3.87 6.5 Mil
Healthcare

Meta Platforms Inc Class A

3.78 6.4 Mil
Communication Services

Visa Inc Class A

3.66 6.2 Mil
Financial Services

Broadcom Inc

3.33 5.6 Mil
Technology

Apple Inc

3.19 5.4 Mil
Technology

Qualcomm Inc

2.83 4.8 Mil
Technology

RTX Corp

2.66 4.5 Mil
Industrials