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Morningstar

Affinity World Leaders Equity ETF WLDR

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

Morningstar’s Analysis WLDR

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

  • People Pillar

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

Weakness in Affinity World Leaders Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WLDR

More WLDR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

3.23 1.0 Mil
Technology

HP Inc

3.02 954,698
Technology

Dell Technologies Inc Ordinary Shares - Class C

3.01 951,891
Technology

Meta Platforms Inc Class A

2.98 942,590
Communication Services

NetApp Inc

2.97 941,010
Technology

AutoZone Inc

2.53 799,481
Consumer Cyclical

Williams-Sonoma Inc

2.38 751,445
Consumer Cyclical

International Business Machines Corp

2.06 652,240
Technology

eBay Inc

1.90 600,752
Consumer Cyclical

JPMorgan Chase & Co

1.85 585,258
Financial Services