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Schwab Ariel ESG ETF SAEF

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SAEF

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

  • People Pillar

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

Schwab Ariel ESG ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SAEF

More SAEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Norwegian Cruise Line Holdings Ltd

4.09 821,760
Consumer Cyclical

Lindblad Expeditions Holdings Inc

3.83 770,248
Consumer Cyclical

OneSpaWorld Holdings Ltd

3.60 722,625
Consumer Cyclical

The Brink's Co

3.15 633,328
Industrials

Fiserv Inc

2.85 573,337
Technology

KKR & Co Inc Ordinary Shares

2.84 570,008
Financial Services

nVent Electric PLC

2.38 478,511
Industrials

Zebra Technologies Corp Class A

2.37 475,321
Technology

Resideo Technologies Inc

2.28 457,251
Industrials

Charles River Laboratories International Inc

2.24 450,578
Healthcare