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Q3 All-Season Active Rotation ETF QVOY

Morningstar Medalist Rating
Medalist Rating as of | See Q3 Asset Investment Hub

Morningstar’s Analysis QVOY

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

  • People Pillar

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

Q3 All-Season Active Rotation ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QVOY

More QVOY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity MSCI Financials ETF

13.99 11.6 Mil
—

VanEck Gold Miners ETF

13.97 11.6 Mil
—

iShares Core S&P 500 ETF

13.94 11.6 Mil
—

Vanguard Mid-Cap Value ETF

13.51 11.2 Mil
—

Energy Select Sector SPDR® ETF

13.41 11.2 Mil
—

VanEck Oil Services ETF

12.95 10.8 Mil
—

Amplify Transformational Data Shrg ETF

5.61 4.7 Mil
—

Global X Uranium ETF

4.50 3.7 Mil
—

SPDR® Gold MiniShares

4.28 3.6 Mil
—

iShares JP Morgan USD Em Mkts Bd ETF

1.36 1.1 Mil
—