American Conservative Values ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
American Conservative Values ETF ACVF
Morningstar’s Analysis ACVF
Will ACVF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ACVF 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 ACVF’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.03 | 12M | Technology |
Microsoft Corp | 4.28 | 6M | Technology |
Cisco Systems Inc | 3.11 | 5M | Technology |
Broadcom Inc | 2.73 | 4M | Technology |
Walmart Inc | 1.89 | 3M | Consumer Defensive |
Micron Technology Inc | 1.74 | 3M | Technology |
Eli Lilly and Co | 1.71 | 3M | Healthcare |
Berkshire Hathaway Inc Class B | 1.61 | 2M | Financial Services |
Exxon Mobil Corp | 1.48 | 2M | Energy |
Advanced Micro Devices Inc | 1.38 | 2M | Technology |
United States