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Morningstar

AdvisorShares Restaurant ETF EATZ

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis EATZ

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

  • People Pillar

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

Weakness in AdvisorShares Restaurant ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EATZ

More EATZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wingstop Inc

5.74 170,125
Consumer Cyclical

Domino's Pizza Inc

5.25 155,579
Consumer Cyclical

Chipotle Mexican Grill Inc

5.23 155,118
Consumer Cyclical

Brinker International Inc

5.03 149,004
Consumer Cyclical

Arcos Dorados Holdings Inc Class A

4.94 146,276
Consumer Cyclical

Cava Group Inc

4.79 141,964
Consumer Cyclical

Dine Brands Global Inc

4.75 140,807
Consumer Cyclical

Yum Brands Inc

4.72 139,825
Consumer Cyclical

Portillos Inc Class A

4.47 132,440
Consumer Cyclical

Restaurant Brands International Inc

4.22 125,154
Consumer Cyclical