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Morningstar

Roundhill MEME ETF MEME

Morningstar Analyst Rating
Quantitative rating as of | See Roundhill Investment Hub

Morningstar’s Analysis MEME

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

People Pillar

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

Summary

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Roundhill MEME ETF’s Process Pillar and Parent Pillar are rated Average, but it still gets enough right for this strategy to retain a Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MEME

More MEME Holdings
  • Current Portfolio Date Mar 17, 2023
  • Equity Holdings 24
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coinbase Global Inc Ordinary Shares - Class A

5.72
51,436
Financial Services

DocuSign Inc

4.81
43,188
Technology

MongoDB Inc Class A

4.62
41,537
Technology

Hims & Hers Health Inc Ordinary Shares - Class A

4.43
39,827
Consumer Defensive

Moderna Inc

4.42
39,755
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

4.38
39,329
Technology

BlackBerry Ltd

4.23
38,011
Technology

Okta Inc Class A

4.23
37,975
Technology

Snap Inc Class A

4.23
37,964
Communication Services

Zoom Video Communications Inc

4.21
37,847
Technology