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Morningstar

Counterpoint Quantitative Equity ETF CPAI

Morningstar Medalist Rating
Medalist Rating as of | See Counterpoint Funds Investment Hub

Morningstar’s Analysis CPAI

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

  • People Pillar

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

Counterpoint Quantitative Equity ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CPAI

More CPAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vital Farms Inc Ordinary Shares

3.03 781,482
Consumer Defensive

Oscar Health Inc Class A

2.97 766,446
Healthcare

NovoCure Ltd

2.73 705,637
Healthcare

SSR Mining Inc

2.46 635,231
Basic Materials

EverQuote Inc Class A

2.43 626,054
Communication Services

Kyndryl Holdings Inc Ordinary Shares

2.40 620,521
Technology

Sprouts Farmers Market Inc

2.28 588,961
Consumer Defensive

Golden Ocean Group Ltd

2.22 572,686
Industrials

RxSight Inc

2.20 567,441
Healthcare

Spotify Technology SA

2.16 558,400
Communication Services