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Morningstar

Innovator IBD® Breakout Opps ETF BOUT

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

Morningstar’s Analysis BOUT

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

  • People Pillar

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

Innovator IBD ® Breakout Opps ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BOUT

More BOUT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wingstop Inc

3.91 524,869
Consumer Cyclical

Northern Oil & Gas Inc

3.81 511,410
Energy

Morgan Stanley Direct Lending

3.73 499,868
—

Texas Roadhouse Inc

3.71 498,309
Consumer Cyclical

TechnipFMC PLC

3.47 465,556
Energy

The AZEK Co Inc Class A

3.43 460,522
Industrials

Turtle Beach Corp

3.40 456,627
Technology

Lennar Corp Class A

3.39 455,299
Consumer Cyclical

Xylem Inc

3.16 423,936
Industrials

Carpenter Technology Corp

3.15 422,329
Industrials