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GMO U.S. Quality ETF QLTY

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

Morningstar’s Analysis QLTY

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

  • People Pillar

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

A strong management team and sound investment process underpin GMO U.S. Quality ETF's Morningstar Medalist Rating of Gold.

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 QLTY

More QLTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.48 16.0 Mil
Technology

UnitedHealth Group Inc

4.88 10.4 Mil
Healthcare

Alphabet Inc Class A

4.13 8.8 Mil
Communication Services

Johnson & Johnson

3.99 8.5 Mil
Healthcare

Oracle Corp

3.94 8.4 Mil
Technology

Accenture PLC Class A

3.73 8.0 Mil
Technology

Meta Platforms Inc Class A

3.73 8.0 Mil
Communication Services

Amazon.com Inc

3.54 7.5 Mil
Consumer Cyclical

Apple Inc

3.44 7.3 Mil
Technology

Abbott Laboratories

3.42 7.3 Mil
Healthcare