Morningstar

GMO U.S. Value ETF GMOV

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

Morningstar’s Analysis GMOV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

GMO U.S. Value ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GMOV

More GMOV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.77 5M
Technology

Meta Platforms Inc Class A

5.23 5M
Communication Services

Exxon Mobil Corp

3.00 3M
Energy

Merck & Co Inc

2.94 3M
Healthcare

Johnson & Johnson

2.54 2M
Healthcare

Bank of America Corp

2.33 2M
Financial Services

Verizon Communications Inc

2.25 2M
Communication Services

Pfizer Inc

2.11 2M
Healthcare

Procter & Gamble Co

2.03 2M
Consumer Defensive

JPMorgan Chase & Co

2.02 2M
Financial Services

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