BANCREEK U.S. Large Cap ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Bancreek U.S. Large Cap ETF BCUS
Morningstar’s Analysis BCUS
Will BCUS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BCUS 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 BCUS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Carpenter Technology Corp | 4.52 | 5M | Industrials |
InterDigital Inc | 4.30 | 5M | Technology |
TechnipFMC PLC | 4.05 | 4M | Energy |
Hawkins Inc | 3.93 | 4M | Basic Materials |
NRG Energy Inc | 3.80 | 4M | Utilities |
Spotify Technology SA | 3.72 | 4M | Communication Services |
Meta Platforms Inc Class A | 3.70 | 4M | Communication Services |
Amneal Pharmaceuticals Inc Ordinary Shares - Class A | 3.69 | 4M | Healthcare |
Netflix Inc | 3.67 | 4M | Communication Services |
NVIDIA Corp | 3.58 | 4M | Technology |
United States