Morningstar

SonicShares™ Global Shipping ETF BOAT

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

Morningstar’s Analysis BOAT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SonicShares™ Global Shipping 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BOAT

More BOAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Frontline PLC

5.36 4M
Energy

Orient Overseas (International) Ltd

5.15 4M
Industrials

SITC International Holdings Co Ltd

5.06 4M
Industrials

HMM

5.05 4M
Industrials

Kawasaki Kisen Kaisha Ltd

4.97 4M
Industrials

Mitsui O.S.K. Lines Ltd

4.79 4M
Industrials

Matson Inc

4.45 3M
Industrials

A P Moller Maersk AS Class B

4.39 3M
Industrials

International Seaways Inc

4.39 3M
Energy

COSCO SHIPPING Holdings Co Ltd Class H

4.11 3M
Industrials

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