Morningstar

Schwab Ariel Opportunities ETF SAEF

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

Morningstar’s Analysis SAEF

Will SAEF outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Ariel Opportunities ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OneSpaWorld Holdings Ltd

5.60 1M
Consumer Cyclical

The Brink's Co

3.93 903,446
Industrials

Lindblad Expeditions Holdings Inc

3.55 816,612
Consumer Cyclical

Norwegian Cruise Line Holdings Ltd

3.40 780,482
Consumer Cyclical

Jones Lang LaSalle Inc

3.26 749,540
Real Estate

Sphere Entertainment Co Ordinary Shares - Class A

3.18 729,758
Communication Services

Generac Holdings Inc

2.84 651,816
Industrials

Keysight Technologies Inc

2.83 650,863
Technology

Northern Trust Corp

2.80 643,976
Financial Services

nVent Electric PLC

2.73 626,529
Industrials

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