Morningstar

Pinnacle Focused Opportunities ETF FCUS

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

Morningstar’s Analysis FCUS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Pinnacle Focused Opportunities 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 FCUS

More FCUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moderna Inc

5.50 5M
Healthcare

Rubrik Inc Class A Shares

5.40 5M
Technology

Hewlett Packard Enterprise Co

4.24 4M
Technology

Dell Technologies Inc Ordinary Shares - Class C

4.09 4M
Technology

Micron Technology Inc

4.00 3M
Technology

Astera Labs Inc

3.77 3M
Technology

Natera Inc

3.77 3M
Healthcare

Okta Inc Class A

3.75 3M
Technology

Marathon Petroleum Corp

3.71 3M
Energy

MaxLinear Inc

3.63 3M
Technology

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