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InfraCap Small Cap Income ETF SCAP

Morningstar Medalist Rating
Medalist Rating as of | See InfraCap Investment Hub

Morningstar’s Analysis SCAP

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

  • People Pillar

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

InfraCap Small Cap Income 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCAP

More SCAP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

14.07 458,697
—

Chord Energy Corp Ordinary Shares - New

2.99 97,603
Energy

GoDaddy Inc Class A

2.94 95,758
Technology

Jefferies Financial Group Inc

2.85 92,881
Financial Services

MKS Instruments Inc

2.80 91,174
Technology

Herc Holdings Inc

2.73 89,030
Industrials

Apollo Global Management Inc 6.75% PRF CONVERT 31/07/2026 USD 50 - Ser A

2.60 84,725
Financial Services

East West Bancorp Inc

2.39 77,785
Financial Services

Coca-Cola Consolidated Inc

2.29 74,791
Consumer Defensive

Casey's General Stores Inc

2.28 74,257
Consumer Cyclical