Inspire 500 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Inspire 500 ETF PTL
Morningstar’s Analysis PTL
Will PTL 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 PTL 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 PTL’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 27.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 11.15 | 95M | Technology |
Exxon Mobil Corp | 3.63 | 31M | Energy |
Caterpillar Inc | 2.24 | 19M | Industrials |
The Home Depot Inc | 2.01 | 17M | Consumer Cyclical |
KLA Corp | 1.67 | 14M | Technology |
Palantir Technologies Inc Ordinary Shares - Class A | 1.53 | 13M | Technology |
GE Vernova Inc | 1.48 | 13M | Industrials |
Linde PLC | 1.46 | 12M | Basic Materials |
Qualcomm Inc | 1.31 | 11M | Technology |
Arista Networks Inc | 1.16 | 10M | Technology |
United States