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Innovator Equity Managed Floor ETF SFLR

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

Morningstar’s Analysis SFLR

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

  • People Pillar

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

Innovator Equity Managed Floor 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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SFLR

More SFLR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.28 15.9 Mil
Technology

Apple Inc

5.93 12.9 Mil
Technology

NVIDIA Corp

4.73 10.3 Mil
Technology

Amazon.com Inc

3.89 8.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.59 5.6 Mil
Communication Services

Alphabet Inc Class A

2.19 4.8 Mil
Communication Services

Alphabet Inc Class C

1.94 4.2 Mil
Communication Services

Eli Lilly and Co

1.62 3.5 Mil
Healthcare

Broadcom Inc

1.53 3.3 Mil
Technology

Berkshire Hathaway Inc Class B

1.44 3.1 Mil
Financial Services