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Morningstar

American Conservative Values ETF ACVF

Morningstar Medalist Rating
Medalist Rating as of | See ACV ETFs Investment Hub

Morningstar’s Analysis ACVF

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

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.

Weakness in American Conservative Values ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ACVF

More ACVF Holdings
  • Current Portfolio Date
  • Equity Holdings 349
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.49
5,588,983
Technology

NVIDIA Corp

4.74
3,123,117
Technology

Cisco Systems Inc

3.28
2,158,210
Technology

Berkshire Hathaway Inc Class B

2.81
1,846,767
Financial Services

The Home Depot Inc

2.73
1,798,021
Consumer Cyclical

Tesla Inc

2.72
1,792,716
Consumer Cyclical

Mastercard Inc Class A

2.66
1,748,175
Financial Services

Costco Wholesale Corp

2.25
1,477,809
Consumer Defensive

Adobe Inc

2.21
1,457,519
Technology

Eli Lilly and Co

2.03
1,335,644
Healthcare