Morningstar

Renaissance IPO ETF IPO

Morningstar Medalist Rating
Medalist Rating as of | See Renaissance Capital Investment Hub

Morningstar’s Analysis IPO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Renaissance IPO 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 IPO

More IPO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Astera Labs Inc

9.71 16M
Technology

Reddit Inc Class A Shares

8.07 13M
Communication Services

CoreWeave Inc Ordinary Shares - Class A

7.79 13M
Technology

ARM Holdings PLC ADR

7.39 12M
Technology

Medline Inc Ordinary Shares - Class A

5.40 9M
Healthcare

Viking Holdings Ltd

5.31 9M
Consumer Cyclical

Rubrik Inc Class A Shares

3.80 6M
Technology

Circle Internet Group Inc Ordinary Shares - Class A

3.59 6M
Financial Services

BrightSpring Health Services Inc

3.32 5M
Healthcare

American Healthcare REIT Inc Ordinary Shares

3.16 5M
Real Estate

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