Morningstar

CoreValues Alpha Greater China Growth ETF CGRO

Morningstar Medalist Rating
Medalist Rating as of | See MSA Power Funds LLC Investment Hub

Morningstar’s Analysis CGRO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CoreValues Alpha Greater China Gr 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 CGRO

More CGRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

8.40 181,039
Communication Services

Alibaba Group Holding Ltd ADR

8.03 173,194
Consumer Cyclical

Luckin Coffee Inc ADR

6.28 135,432
Consumer Cyclical

Wuxi AppTec Co Ltd Class A

5.86 126,341
Healthcare

Anker Innovations Technology Co Ltd Class A

5.40 116,373
Technology

Xiaomi Corp Class B

5.39 116,187
Technology

Meituan Class B

4.62 99,537
Consumer Cyclical

J&T Global Express Ltd Ordinary Shares - Class B

4.41 95,005
Industrials

Trip.com Group Ltd ADR

4.35 93,812
Consumer Cyclical

Tesla Inc

4.22 91,080
Consumer Cyclical

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