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Innovator IBD® Breakout Opps ETF BOUT

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings BOUT

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PACS Group Inc

5.29 650,442
Healthcare

UL Solutions Inc Class A common stock

5.06 621,698
Industrials

Morgan Stanley Direct Lending

5.03 619,046

Jefferies Financial Group Inc

5.02 617,427
Financial Services

TechnipFMC PLC

5.01 616,539
Energy

Smith Douglas Homes Corp Class A

4.57 561,810
Real Estate

Horace Mann Educators Corp

4.50 552,943
Financial Services

NXP Semiconductors NV

4.34 533,982
Technology

KB Home

4.29 527,432
Consumer Cyclical

Carpenter Technology Corp

4.27 524,741
Industrials