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ActivePassive U.S. Equity ETF APUE

Morningstar Medalist Rating
Medalist Rating as of | See Active Passive Investment Hub

Morningstar’s Analysis APUE

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

  • People Pillar

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

ActivePassive U.S. Equity ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings APUE

More APUE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dimensional US Small Cap ETF

9.92 135.0 Mil
—

Microsoft Corp

6.04 82.3 Mil
Technology

Apple Inc

5.19 70.6 Mil
Technology

NVIDIA Corp

4.20 57.1 Mil
Technology

Amazon.com Inc

3.47 47.2 Mil
Consumer Cyclical

Vanguard Large-Cap ETF

2.42 32.9 Mil
—

Alphabet Inc Class A

2.25 30.7 Mil
Communication Services

Berkshire Hathaway Inc Class B

2.17 29.5 Mil
Financial Services

Meta Platforms Inc Class A

2.09 28.5 Mil
Communication Services

Alphabet Inc Class C

1.85 25.2 Mil
Communication Services