Morningstar

FM Compounders Equity ETF FMCE

Morningstar Medalist Rating
Medalist Rating as of | See First Manhattan Investment Hub

Morningstar’s Analysis FMCE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FM Compounders Equity 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 FMCE

More FMCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

13.67 9M
Cash and Equivalents

Intel Corp

5.45 4M
Technology

Microsoft Corp

5.42 4M
Technology

KKR & Co Inc Ordinary Shares

5.22 4M
Financial Services

Amazon.com Inc

4.55 3M
Consumer Cyclical

GE Aerospace

4.45 3M
Industrials

Honeywell International Inc

4.44 3M
Industrials

Visa Inc Class A

4.28 3M
Financial Services

Berkshire Hathaway Inc Class B

4.02 3M
Financial Services

Salesforce Inc

3.32 2M
Technology

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