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Morningstar

Aztlan Global Stock Sel Dm SMID ETF AZTD

Morningstar Medalist Rating
Medalist Rating as of | See Aztlan Investment Hub

Morningstar’s Analysis AZTD

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

  • People Pillar

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

Aztlan Global Stock Sel Dm SMID ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AZTD

More AZTD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

4.49 1.3 Mil
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Consumer Cyclical

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3.84 1.1 Mil
Utilities

Maplebear Inc

3.84 1.1 Mil
Consumer Cyclical

Evercore Inc Class A

3.82 1.1 Mil
Financial Services

Evonik Industries AG

3.77 1.1 Mil
Basic Materials

Rakuten Bank Ltd

3.75 1.1 Mil
Financial Services

Olin Corp

3.75 1.1 Mil
Basic Materials

Wise PLC Class A

3.72 1.1 Mil
Technology

NH Foods Ltd

3.72 1.1 Mil
Consumer Defensive