Veteran managers and a solid approach earn GMO US Quality, offered as an exchange-traded fund and in separate accounts, Above Average People and Process ratings.
GMO U.S. Quality ETF QLTY
Morningstar’s Analysis QLTY
Will QLTY 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.77 | 282M | Technology |
Alphabet Inc Class A | 5.95 | 247M | Communication Services |
Broadcom Inc | 5.17 | 215M | Technology |
Apple Inc | 4.64 | 193M | Technology |
Lam Research Corp | 4.54 | 189M | Technology |
Johnson & Johnson | 4.49 | 187M | Healthcare |
Meta Platforms Inc Class A | 4.35 | 181M | Communication Services |
Texas Instruments Inc | 4.25 | 177M | Technology |
Amazon.com Inc | 3.98 | 166M | Consumer Cyclical |
KLA Corp | 3.77 | 157M | Technology |
United States