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Schwab Ariel ESG ETF SAEF

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SAEF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Norwegian Cruise Line Holdings Ltd

3.76 847,644
Consumer Cyclical

OneSpaWorld Holdings Ltd

3.59 811,409
Consumer Cyclical

Lindblad Expeditions Holdings Inc

3.29 742,855
Consumer Cyclical

Fiserv Inc

3.27 737,889
Technology

The Brink's Co

3.15 711,696
Industrials

KKR & Co Inc Ordinary Shares

3.09 696,315
Financial Services

nVent Electric PLC

2.89 653,190
Industrials

Resideo Technologies Inc

2.58 582,696
Industrials

Zebra Technologies Corp Class A

2.48 560,678
Technology

Charles River Laboratories International Inc

2.45 552,467
Healthcare