Morningstar

Crossmark Large Cap Value ETF CLCV

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

Morningstar’s Analysis CLCV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Crossmark Large Cap Value 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 CLCV

More CLCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

4.10 773,729
Consumer Cyclical

Apple Inc

3.91 738,547
Technology

Microsoft Corp

3.23 609,162
Technology

Cisco Systems Inc

2.91 550,351
Technology

Gilead Sciences Inc

2.81 530,431
Healthcare

ConocoPhillips

2.67 503,873
Energy

Bank of America Corp

2.64 498,101
Financial Services

Salesforce Inc

2.52 476,548
Technology

Phillips 66

2.43 459,761
Energy

CVS Health Corp

2.41 454,821
Healthcare

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