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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ACVF

More ACVF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.80 13M
Technology

Microsoft Corp

5.48 8M
Technology

Cisco Systems Inc

2.68 4M
Technology

Broadcom Inc

2.43 4M
Technology

Micron Technology Inc

1.81 3M
Technology

Eli Lilly and Co

1.71 3M
Healthcare

Advanced Micro Devices Inc

1.69 3M
Technology

Walmart Inc

1.68 3M
Consumer Defensive

Berkshire Hathaway Inc Class B

1.64 2M
Financial Services

ExxonMobil Holdings Corp

1.61 2M
Energy

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