Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Unusual Whales Subversive Rep Trd ETF KRUZ
Morningstar’s Analysis KRUZ
Will KRUZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 5.04 | 929,077 | Financial Services |
Comfort Systems USA Inc | 2.59 | 477,353 | Industrials |
NVIDIA Corp | 2.19 | 403,325 | Technology |
Arista Networks Inc | 1.65 | 304,571 | Technology |
Intel Corp | 1.52 | 280,767 | Technology |
National Fuel Gas Co | 1.52 | 279,729 | Energy |
United Therapeutics Corp | 1.51 | 278,023 | Healthcare |
Elevance Health Inc | 1.42 | 262,295 | Healthcare |
Texas Instruments Inc | 1.41 | 260,254 | Technology |
Dow Inc | 1.39 | 256,361 | Basic Materials |