Morningstar

Absolute Select Value ETF ABEQ

Morningstar Medalist Rating
Medalist Rating as of | See Absolute Investment Advisers Investment Hub

Morningstar’s Analysis ABEQ

Will ABEQ outperform in the 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 ABEQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Absolute Select Value ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ABEQ

More ABEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

10.95 15M
Financial Services

U.S. Treasury Security Stripped Interest Security 0%

8.55 12M
Government

Franco-Nevada Corp

7.54 10M
Basic Materials

Loews Corp

7.14 10M
Financial Services

United States Treasury Bills 0%

7.12 10M
Government

Unilever PLC ADR

6.32 9M
Consumer Defensive

ONEOK Inc

5.73 8M
Energy

Medtronic PLC

5.46 8M
Healthcare

Verizon Communications Inc

5.11 7M
Communication Services

EOG Resources Inc

4.33 6M
Energy

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