Morningstar

SMART Earnings Growth 30 ETF SGRT

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

Morningstar’s Analysis SGRT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SMART Earnings Growth 30 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SGRT

More SGRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dell Technologies Inc Ordinary Shares - Class C

8.81 5M
Technology

ExxonMobil Holdings Corp

7.22 4M
Energy

Oscar Health Inc Class A

7.15 4M
Healthcare

Datadog Inc Class A

6.26 4M
Technology

Micron Technology Inc

6.13 4M
Technology

Waters Corp

5.60 3M
Healthcare

Valero Energy Corp

5.44 3M
Energy

Teradyne Inc

5.04 3M
Technology

Palo Alto Networks Inc

4.48 3M
Technology

Everpure Inc Class A

4.17 3M
Technology

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