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Morningstar

ALPS Equal Sector Weight ETF EQL

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

Morningstar’s Analysis EQL

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ALPS Equal Sector Weight ETF to a Morningstar Medalist Rating of Neutral.

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 EQL

More EQL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Energy Select Sector SPDR® ETF

9.55 31.7 Mil
—

Utilities Select Sector SPDR® ETF

9.52 31.7 Mil
—

Communication Services Sel Sect SPDR®ETF

9.23 30.7 Mil
—

Industrial Select Sector SPDR® ETF

9.18 30.5 Mil
—

Consumer Staples Select Sector SPDR® ETF

9.14 30.4 Mil
—

Financial Select Sector SPDR® ETF

9.14 30.4 Mil
—

Consumer Discret Sel Sect SPDR® ETF

9.02 30.0 Mil
—

Materials Select Sector SPDR® ETF

9.00 29.9 Mil
—

Technology Select Sector SPDR® ETF

8.87 29.5 Mil
—

Health Care Select Sector SPDR® ETF

8.79 29.2 Mil
—