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Capital Link Global Fintech Leaders ETF KOIN

Morningstar Medalist Rating
Medalist Rating as of | See Innovation Shares Investment Hub

Morningstar’s Analysis KOIN

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

  • People Pillar

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

Weakness in Capital Link Global Fintech Leaders ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 KOIN

More KOIN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hon Hai Precision Industry Co Ltd

3.80 483,630
Technology

Tencent Holdings Ltd

3.57 453,881
Communication Services

Bunge Global SA

3.42 434,863
Consumer Defensive

BNP Paribas Act. Cat.A

3.24 412,268
Financial Services

HSBC Holdings PLC

3.19 406,441
Financial Services

PayPal Holdings Inc

3.14 399,337
Financial Services

TMX Group Ltd

2.99 380,967
Financial Services

Engie SA

2.95 374,937
Utilities

Amazon.com Inc

2.94 374,520
Consumer Cyclical

Oracle Corp

2.94 374,388
Technology