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Morningstar

Blue Horizon BNE ETF BNE

Morningstar Medalist Rating
Medalist Rating as of | See Blue Horizon Investment Hub

Morningstar’s Analysis BNE

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Blue Horizon BNE ETF to a Morningstar Medalist Rating of Neutral.

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 BNE

More BNE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Siemens Energy AG Ordinary Shares

1.77 67,089
Industrials

First Solar Inc

1.42 53,831
Technology

Prysmian SpA

1.39 52,742
Industrials

AeroVironment Inc

1.34 50,812
Industrials

Itron Inc

1.34 50,797
Technology

NextEra Energy Inc

1.28 48,470
Utilities

Wartsila Corp

1.27 47,999
Industrials

Southern Copper Corp

1.25 47,475
Basic Materials

CMOC Group Ltd Class H

1.24 46,965
Basic Materials

Lundin Mining Corp

1.23 46,429
Basic Materials