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Impact Shares NAACP Minority Empwrmt ETF NACP

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

Morningstar’s Analysis NACP

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

  • People Pillar

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

Impact Shares NAACP Minority Empwrmt ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NACP

More NACP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.31 2.2 Mil
Consumer Cyclical

Microsoft Corp

5.20 2.2 Mil
Technology

Apple Inc

4.79 2.0 Mil
Technology

NVIDIA Corp

4.35 1.8 Mil
Technology

Meta Platforms Inc Class A

3.91 1.6 Mil
Communication Services

Accenture PLC Class A

3.23 1.4 Mil
Technology

Alphabet Inc Class A

3.15 1.3 Mil
Communication Services

Qualcomm Inc

2.86 1.2 Mil
Technology

Alphabet Inc Class C

2.86 1.2 Mil
Communication Services

International Business Machines Corp

2.63 1.1 Mil
Technology