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Defiance Hotel, Airline, and Cruise ETF CRUZ

Medalist Rating as of | See Defiance Investment Hub

Morningstar’s Analysis CRUZ

Will CRUZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A decline in Parent Pillar rating is the primary driver of Defiance Hotel, Airline, and Cruise ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings CRUZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marriott International Inc Class A

8.92 3.1 Mil
Consumer Cyclical

Hilton Worldwide Holdings Inc

8.89 3.1 Mil
Consumer Cyclical

Delta Air Lines Inc

6.38 2.2 Mil
Industrials

Royal Caribbean Group

6.23 2.2 Mil
Consumer Cyclical

Carnival Corp

5.00 1.8 Mil
Consumer Cyclical

Ryanair Holdings PLC ADR

4.88 1.7 Mil
Industrials

Southwest Airlines Co

4.00 1.4 Mil
Industrials

InterContinental Hotels Group PLC ADR

3.46 1.2 Mil
Consumer Cyclical

United Airlines Holdings Inc

3.14 1.1 Mil
Industrials

Host Hotels & Resorts Inc

2.84 996,827
Real Estate