Core Alternative 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.
Core Alternative ETF CCOR
Morningstar’s Analysis CCOR
Will CCOR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CCOR 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 CCOR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 5.72 | 2M | Communication Services |
Morgan Stanley | 4.68 | 1M | Financial Services |
Johnson & Johnson | 4.21 | 1M | Healthcare |
Exxon Mobil Corp | 3.76 | 1M | Energy |
Microsoft Corp | 3.58 | 978,341 | Technology |
Walmart Inc | 3.57 | 974,578 | Consumer Defensive |
Air Products and Chemicals Inc | 3.43 | 935,990 | Basic Materials |
JPMorgan Chase & Co | 3.40 | 928,676 | Financial Services |
Chubb Ltd | 3.40 | 928,238 | Financial Services |
Emerson Electric Co | 3.35 | 915,736 | Industrials |
United States