Morningstar

Virtus Terranova U.S. Quality Momentum ETF JOET

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis JOET

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Terranova US Quality Momentum 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 JOET

More JOET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

1.26 3M
Technology

ConocoPhillips

1.06 2M
Energy

Marvell Technology Inc

1.05 2M
Technology

Cash

1.02 2M
Cash and Equivalents

Hewlett Packard Enterprise Co

1.00 2M
Technology

NetApp Inc

0.99 2M
Technology

Agilent Technologies Inc

0.99 2M
Healthcare

Devon Energy Corp

0.97 2M
Energy

Fortinet Inc

0.97 2M
Technology

ExxonMobil Holdings Corp

0.96 2M
Energy

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