Skip to Content
Morningstar

Innovator Gradient Tactical Rot Str ETF IGTR

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

Morningstar’s Analysis IGTR

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

  • People Pillar

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

Innovator Gradient Tactical Rot Str ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IGTR

More IGTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

8.56 15.2 Mil
Healthcare

Toyota Motor Corp

6.28 11.1 Mil
Consumer Cyclical

SAP SE

4.26 7.6 Mil
Technology

Mitsubishi Corp

2.71 4.8 Mil
Industrials

Tokyo Electron Ltd

2.53 4.5 Mil
Technology

Hitachi Ltd

2.27 4.0 Mil
Industrials

Mitsubishi UFJ Financial Group Inc

2.18 3.9 Mil
Financial Services

RELX PLC

1.73 3.1 Mil
Industrials

Shin-Etsu Chemical Co Ltd

1.62 2.9 Mil
Basic Materials

ITOCHU Corp

1.60 2.8 Mil
Industrials