Morningstar

Suncoast Select Growth ETF SEMG

Morningstar Medalist Rating
Medalist Rating as of | See Suncoast Equity Investment Hub

Morningstar’s Analysis SEMG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Suncoast Select Growth 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 SEMG

More SEMG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

11.61 7M
Communication Services

NVIDIA Corp

10.99 7M
Technology

Microsoft Corp

7.01 4M
Technology

Visa Inc Class A

6.06 4M
Financial Services

Broadcom Inc

5.43 3M
Technology

Apple Inc

5.22 3M
Technology

McKesson Corp

5.08 3M
Healthcare

W.W. Grainger Inc

4.97 3M
Industrials

Eli Lilly and Co

4.73 3M
Healthcare

Mastercard Inc Class A

3.97 3M
Financial Services

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