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Morningstar

LeaderShares® Equity Skew ETF SQEW

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

Morningstar’s Analysis SQEW

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LeaderShares ® Equity Skew ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SQEW

More SQEW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 600 Small Cap Value ETF

32.32 38.4 Mil
—

SPDR® Portfolio S&P 500 Value ETF

22.13 26.3 Mil
—

SPDR® S&P 600 Small Cap Growth ETF

14.77 17.6 Mil
—

Microsoft Corp

3.97 4.7 Mil
Technology

Apple Inc

3.17 3.8 Mil
Technology

NVIDIA Corp

2.67 3.2 Mil
Technology

Alphabet Inc Class A

2.25 2.7 Mil
Communication Services

Amazon.com Inc

2.13 2.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.44 1.7 Mil
Communication Services

Vanguard FTSE Emerging Markets ETF

1.03 1.2 Mil
—