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Morningstar

Exchange Traded Concepts

Exchange Traded Concepts Parent Rating

Below Average
Morningstar Manager Research

Exchange Traded Concepts lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Portfolio managers at Exchange Traded Concepts tend not to invest alongside their shareholders, detracting from the overall stewardship assessment. None of the firm’s assets are covered by an invested manager. A cause for concern at Exchange Traded Concepts is its relatively inexperienced longest-tenured management. In particular, average asset-weighted tenure at the firm is only four years, a negative contributor to the rating. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fund fees on its products fall in the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Exchange Traded Concepts Investments

Exchange-Traded Funds

See All Exchange Traded Concepts ETFs

Market

US ETFs

Total Net Assets

1.20 Bil

Investment Flows (TTM)

28.31 Mil

Asset Growth Rate (TTM)

2.73%

# of Share Classes

19
Morningstar Rating # of Share Classes
2
0
3
2
2
Not Rated 10
Name
Morningstar Rating Overall
5-Year Category Rank
ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF—
ETC 6 Meridian Mega Cap Equity ETF—
QRAFT AI-Enhanced US Large Cap ETF—
ETC 6 Meridian Small Cap Equity ETF—
ETC 6 Meridian Low Beta Eq Strat ETF—
View All 5-Star Standouts

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