Skip to Content
Morningstar

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 Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SAEF

More SAEF Holdings
  • 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