Robo Global® Robotics&Automation ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Robo Global® Robotics and Automation Index ETF ROBO
Morningstar’s Analysis ROBO
Will ROBO 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 ROBO 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 ROBO’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 19.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Infineon Technologies AG | 2.40 | 45M | Technology |
Harmonic Drive Systems Inc | 2.10 | 40M | Industrials |
Celtic Investment Inc | 1.99 | 37M | Financial Services |
Jenoptik AG | 1.93 | 36M | Technology |
Hiwin Technologies Corp | 1.91 | 36M | Industrials |
Teradyne Inc | 1.88 | 35M | Technology |
Rockwell Automation Inc | 1.85 | 35M | Industrials |
Novanta Inc | 1.84 | 35M | Technology |
Delta Electronics Inc | 1.80 | 34M | Technology |
Hon Hai Precision Industry Co Ltd | 1.77 | 33M | Technology |
United States