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Defiance Quantum ETF QTUM

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

Morningstar’s Analysis QTUM

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

  • People Pillar

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

Defiance Quantum ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QTUM

More QTUM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MicroStrategy Inc Class A

3.40 8.3 Mil
Technology

NVIDIA Corp

2.27 5.5 Mil
Technology

Socionext Inc

2.01 4.9 Mil
Industrials

Micron Technology Inc

1.98 4.8 Mil
Technology

MKS Instruments Inc

1.80 4.4 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.76 4.3 Mil
Technology

Applied Materials Inc

1.76 4.3 Mil
Technology

Coherent Corp

1.73 4.2 Mil
Technology

NTT Data Group Corp

1.73 4.2 Mil
Technology

Advanced Micro Devices Inc

1.68 4.1 Mil
Technology