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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.

Weakness in Renaissance International IPO ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPOS

More IPOS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dr. Ing. h.c. F. Porsche AG Bearer Shares

9.98 548,356
Consumer Cyclical

Wise PLC Class A

9.89 543,096
Technology

PT Barito Renewables Energy Tbk

6.14 337,179
Utilities

Socionext Inc

5.57 306,200
Industrials

PT Goto Gojek Tokopedia Tbk

4.72 259,416
Technology

PT Amman Mineral Internasional Tbk

4.03 221,302
Basic Materials

Var Energi ASA

2.94 161,311
Energy

Hemnet Group AB

2.84 155,785
Communication Services

Allfunds Group PLC

2.78 152,699
Financial Services

Definity Financial Corp

2.71 148,922
Financial Services