Morningstar

Ocean Park Domestic ETF DUKQ

Morningstar Medalist Rating
Medalist Rating as of | See Ocean Park Investment Hub

Morningstar’s Analysis DUKQ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ocean Park Domestic ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DUKQ

More DUKQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

27.42 3M
—

Schwab US Large-Cap Growth ETF™

20.06 2M
—

Goldman Sachs Equal Wght US Lg Cp Eq ETF

9.87 999,883
—

Schwab US Mid-Cap ETF™

9.79 991,924
—

iShares Core Dividend ETF

5.05 512,115
—

iShares MSCI USA Momentum Factor ETF

4.98 505,058
—

iShares Russell Mid-Cap Value ETF

4.96 502,649
—

VictoryShares Free Cash Flow ETF

4.91 497,915
—

Vanguard MStar Mid Cap Growth ETF

4.88 494,516
—

Schwab US Small-Cap ETF™

4.78 484,855
—

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