Morningstar

Eventide US Market ETF ESUM

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

Morningstar’s Analysis ESUM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eventide US Market ETF 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 ESUM

More ESUM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.90 15M
Technology

Broadcom Inc

2.56 5M
Technology

Micron Technology Inc

2.18 4M
Technology

Advanced Micro Devices Inc

2.10 4M
Technology

ExxonMobil Holdings Corp

1.99 4M
Energy

Eli Lilly and Co

1.61 3M
Healthcare

Automatic Data Processing Inc

1.54 3M
Technology

Union Pacific Corp

1.28 2M
Industrials

Lam Research Corp

1.26 2M
Technology

The Home Depot Inc

1.25 2M
Consumer Cyclical

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