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Alpha Intelligent - Large Cap Value ETF AILV

Quantitative rating as of | See Alpha intelligent Investment Hub

Morningstar’s Analysis AILV

Will AILV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Alpha Intelligent - Large Cap Value ETF's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings AILV

  • Current Portfolio Date Mar 17, 2023
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.98
44,190
Healthcare
4.78
42,442
Financial Services
4.27
37,922
Industrials
3.47
30,820
Technology
3.24
28,722
Financial Services
3.15
27,933
Basic Materials
2.96
26,257
Consumer Defensive
2.85
25,262
Consumer Cyclical
2.73
24,234
Industrials
2.68
23,762
Financial Services