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Morningstar

ERShares NextGen Entrepreneurs ETF ERSX

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

Morningstar’s Analysis ERSX

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

  • People Pillar

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

ERShares NextGen Entrepreneurs ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ERSX

More ERSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

6.71 1.4 Mil
Cash and Equivalents

Medacta Group SA Ordinary Shares

3.14 640,239
Healthcare

Toast Inc Class A

2.71 552,538
Technology

Jfrog

2.59 527,756
—

Telix Pharmaceuticals Ltd Ordinary Shares

2.43 496,550
Healthcare

Super Micro Computer Inc

2.24 456,820
Technology

Galapagos NV ADR

2.23 456,170
Healthcare

Wix.com Ltd

2.19 447,929
Technology

Fairfax Financial Holdings Ltd Shs Subord.Vtg

2.15 438,860
Financial Services

Aritzia Inc Shs Subord Voting

2.08 425,427
Consumer Cyclical