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Morningstar

AXS Esoterica NextG Economy ETF WUGI

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

Morningstar’s Analysis WUGI

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

  • People Pillar

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

Weakness in AXS Esoterica NextG Economy ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WUGI

More WUGI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

26.87 7.4 Mil
Technology

Microsoft Corp

9.94 2.8 Mil
Technology

Advanced Micro Devices Inc

6.40 1.8 Mil
Technology

Us Dollars

5.04 1.4 Mil
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.86 1.3 Mil
Technology

Amazon.com Inc

4.82 1.3 Mil
Consumer Cyclical

Synopsys Inc

4.48 1.2 Mil
Technology

ASML Holding NV ADR

3.45 956,132
Technology

Broadcom Inc

3.22 890,649
Technology

Snowflake Inc Ordinary Shares - Class A

3.14 869,368
Technology