Morningstar

Infrastructure Capital Small Cap Income ETF SCAP

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

Morningstar’s Analysis SCAP

Will SCAP 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Infrastructure Capital Small Cap Inc 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 SCAP

More SCAP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

6.87 1M
—

First American Government Obligs X

5.82 1M
Cash and Equivalents

Halozyme Therapeutics Inc

4.09 717,398
Healthcare

Kontoor Brands Inc

3.51 614,523
Consumer Cyclical

GoDaddy Inc Class A

3.50 613,066
Technology

Marvell Technology Inc

3.46 605,781
Technology

Huntington Ingalls Industries Inc

3.27 573,377
Industrials

KKR & Co Inc. 6.25%

3.25 569,426
Corporate

Otter Tail Corp

3.09 541,733
Industrials

Avient Corp

2.91 509,764
Basic Materials

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