Morningstar

Towle Value ETF TCV

Morningstar Medalist Rating
Medalist Rating as of | See Towle & Co Investment Hub

Morningstar’s Analysis TCV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Towle Value 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 TCV

More TCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Insperity Inc

3.44 7M
Industrials

Compass Inc Class A

3.33 7M
Real Estate

Progyny Inc

3.18 7M
Healthcare

TD Synnex Corp

3.13 7M
Technology

Molina Healthcare Inc

3.07 7M
Healthcare

Arrow Electronics Inc

3.03 6M
Technology

Astrana Health Inc

3.00 6M
Healthcare

United Natural Foods Inc

2.97 6M
Consumer Defensive

Methode Electronics Inc

2.89 6M
Technology

Par Pacific Holdings Inc

2.80 6M
Energy

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