Morningstar

Core Alternative ETF CCOR

Morningstar Medalist Rating
Medalist Rating as of | See Core Alternative Investment Hub

Morningstar’s Analysis CCOR

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CCOR

More CCOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

5.57 1M
Cash and Equivalents

Alphabet Inc Class A

5.37 1M
Communication Services

Microsoft Corp

4.59 1M
Technology

Johnson & Johnson

4.54 1M
Healthcare

ExxonMobil Holdings Corp

4.19 1M
Energy

Emerson Electric Co

3.90 994,628
Industrials

JPMorgan Chase & Co

3.61 922,372
Financial Services

Amgen Inc

3.59 917,105
Healthcare

Air Products and Chemicals Inc

3.56 909,672
Basic Materials

Morgan Stanley

3.51 895,932
Financial Services

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