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Morningstar

Renaissance International IPO ETF IPOS

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

Morningstar’s Analysis IPOS

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

People Pillar

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

Renaissance International IPO ETF recently changed its Morningstar Category.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The Morningstar Category is the peer group used to determine an investment's relative merits. In this case, the move has led to this strategy's Morningstar Medalist Rating being downgraded to Negative from Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group last October, moving from the Foreign Small/ Mid Growth category to the Foreign Large Growth Morningstar Category.

by Morningstar Manager Research
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Portfolio Holdings IPOS

More IPOS Holdings
  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kuaishou Technology Ordinary Shares - Class B

8.70
497,950
Communication Services

Dr Ing Hc F Porsche Ag Preference

8.44
482,966
Corporate

Wise PLC Class A

6.34
362,773
Technology

JD Health International Inc

5.21
298,065
Healthcare

Socionext Inc

3.66
209,296
Industrials

Allegro.EU SA Ordinary Shares

3.60
206,244
Consumer Cyclical

PT Goto Gojek Tokopedia Tbk

3.08
176,040
Technology

SenseTime Group Inc Class B

3.06
174,947
Technology

PT Amman Mineral Internasional Tbk

2.87
164,372
Basic Materials

Nordnet AB (publ) Ordinary Shares

2.67
152,823
Financial Services