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Wedbush ETFMG Global Cloud Tech ETF IVES

Morningstar Medalist Rating
Medalist Rating as of | See ETF Managers Investment Hub

Morningstar’s Analysis IVES

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

People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Wedbush ETFMG Global Cloud Tech ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVES

More IVES Holdings
  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Elastic NV

8.39
1,990,339
Technology

SCSK Corp

4.81
1,140,560
Technology

Open Text Corp

4.48
1,063,781
Technology

NICE Ltd

4.41
1,046,209
Technology

Nextdc Ltd

4.24
1,005,723
Technology

Samsara Inc Ordinary Shares - Class A

3.71
881,623
Technology

Datadog Inc Class A

3.59
851,403
Technology

Cloudflare Inc

3.51
833,987
Technology

NetApp Inc

3.46
821,651
Technology

MongoDB Inc Class A

3.33
791,448
Technology