Morningstar

Innovator Equity Premium Income - Daily PutWrite ETF SPUT

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

Morningstar’s Analysis SPUT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Innovator Eq Prm Inc -Daily PutWrite 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 SPUT

More SPUT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

48.55 8M
Government

NVIDIA Corp

3.76 635,624
Technology

Apple Inc

3.59 606,697
Technology

Microsoft Corp

2.27 383,170
Technology

Amazon.com Inc

1.88 317,299
Consumer Cyclical

Alphabet Inc Class A

1.62 274,253
Communication Services

Broadcom Inc

1.41 238,495
Technology

Alphabet Inc Class C

1.40 237,404
Communication Services

Meta Platforms Inc Class A

1.14 192,422
Communication Services

Tesla Inc

1.04 176,458
Consumer Cyclical

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