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Defiance Hotel, Airline, and Cruise ETF CRUZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRUZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Neither people nor process stand out at Defiance Hotel, Airline, and Cruise ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings CRUZ

More CRUZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hilton Worldwide Holdings Inc

8.35 2.1 Mil
Consumer Cyclical

Marriott International Inc Class A

8.16 2.0 Mil
Consumer Cyclical

Royal Caribbean Group

7.67 1.9 Mil
Consumer Cyclical

Delta Air Lines Inc

7.00 1.7 Mil
Industrials

Carnival Corp

5.59 1.4 Mil
Consumer Cyclical

InterContinental Hotels Group PLC ADR

3.90 966,895
Consumer Cyclical

Ryanair Holdings PLC ADR

3.73 925,305
Industrials

United Airlines Holdings Inc

3.44 852,780
Industrials

Southwest Airlines Co

3.07 760,940
Industrials

Singapore Airlines Ltd

2.54 631,183
Industrials