Renaissance International IPO 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.
Renaissance International IPO ETF IPOS
Morningstar’s Analysis IPOS
Will IPOS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 68.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Kioxia Holdings Corp Ordinary Shares | 24.35 | 3M | Technology |
Contemporary Amperex Techn H Common Stock Cny1.0 | 9.35 | 1M | — |
Galderma Group AG Registered Shares | 9.14 | 1M | Healthcare |
JX Advanced Metals Corp | 6.14 | 698,149 | Technology |
Kokusai Electric Corp | 5.03 | 572,267 | Technology |
Lottomatica Group SpA | 3.29 | 374,270 | Consumer Cyclical |
J&T Global Express Ltd Ordinary Shares - Class B | 3.16 | 359,269 | Industrials |
Midea Group Co Ltd H Common Stock Cny1.0 | 3.13 | 356,704 | — |
Horizon Robotics Class B | 2.87 | 326,436 | Technology |
RENK Group AG | 2.39 | 272,136 | Industrials |
United States