Miller Value Ptnrs Appreciation ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Miller Value Ptnrs Appreciation ETF MVPA
Morningstar’s Analysis MVPA
Will MVPA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MVPA 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 MVPA’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Crocs Inc | 7.48 | 5M | Consumer Cyclical |
Crescent Energy Co Class A | 6.55 | 4M | Energy |
Bread Financial Holdings Inc | 5.72 | 4M | Financial Services |
United Parcel Service Inc Class B | 5.43 | 4M | Industrials |
Bloomin Brands Inc | 4.94 | 3M | Consumer Cyclical |
Ziff Davis Inc | 4.79 | 3M | Communication Services |
Lincoln National Corp | 4.58 | 3M | Financial Services |
Citi Trends Inc | 4.56 | 3M | Consumer Cyclical |
MercadoLibre Inc | 4.36 | 3M | Consumer Cyclical |
Figure Technology Solutions Inc Ordinary Shares-Class A | 4.05 | 3M | Financial Services |
United States