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ClearShares OCIO ETF OCIO

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

Morningstar’s Analysis OCIO

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit ClearShares OCIO ETF to a Morningstar Medalist Rating of Neutral.

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 OCIO

More OCIO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Growth ETF

5.50 7.2 Mil
—

Invesco QQQ Trust

5.50 7.2 Mil
—

Technology Select Sector SPDR® ETF

5.14 6.7 Mil
—

iShares 3-7 Year Treasury Bond ETF

4.75 6.2 Mil
—

Invesco S&P 500® Momentum ETF

4.66 6.1 Mil
—

SPDR® Port S&P 1500 Comps Stk Mkt ETF

4.65 6.1 Mil
—

ClearShares Ultra-Short Maturity ETF

4.48 5.8 Mil
—

Vanguard Total Stock Market ETF

4.30 5.6 Mil
—

Vanguard Value ETF

4.12 5.4 Mil
—

iShares Core S&P 500 ETF

4.09 5.3 Mil
—