Morningstar

Bluemonte Large Cap Growth ETF BLGR

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

Morningstar’s Analysis BLGR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bluemonte Large Cap Growth 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 BLGR

More BLGR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street SPDR Port S&P 500 Gr ETF

52.35 151M
—

Schwab US Large-Cap Growth ETF™

25.64 74M
—

Vanguard Russell 1000 Growth ETF

12.25 35M
—

State Street® SPDR® Port S&P 500® ETF

9.03 26M
—

Cash

0.73 2M
Cash and Equivalents

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