Morningstar

Tema S&P 500 Historical Weight ETF Strategy DSPY

Morningstar Medalist Rating
Medalist Rating as of | See Tema ETFs Investment Hub

Morningstar’s Analysis DSPY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Tema S&P 500 Hist Wght ETF Strat 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 DSPY

More DSPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.99 39M
Technology

Apple Inc

3.53 35M
Technology

Microsoft Corp

2.14 21M
Technology

Amazon.com Inc

2.08 20M
Consumer Cyclical

Meta Platforms Inc Class A

1.91 19M
Communication Services

Broadcom Inc

1.83 18M
Technology

Tesla Inc

1.49 15M
Consumer Cyclical

Micron Technology Inc

1.38 14M
Technology

Berkshire Hathaway Inc Class B

1.37 13M
Financial Services

Eli Lilly and Co

1.34 13M
Healthcare

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