Morningstar

Castleark Large Growth ETF CARK

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

Morningstar’s Analysis CARK

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CastleArk Large 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 CARK

More CARK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.68 41M
Technology

Alphabet Inc Class A

10.06 33M
Communication Services

Apple Inc

6.74 22M
Technology

Eli Lilly and Co

5.46 18M
Healthcare

Microsoft Corp

5.18 17M
Technology

Lam Research Corp

4.99 16M
Technology

Broadcom Inc

4.75 15M
Technology

Visa Inc Class A

4.64 15M
Financial Services

Arista Networks Inc

4.45 14M
Technology

Meta Platforms Inc Class A

3.74 12M
Communication Services

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