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Clockwise Core Equity & Innovation ETF TIME

Morningstar Medalist Rating
Medalist Rating as of | See Clockwise Capital Investment Hub

Morningstar’s Analysis TIME

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

  • People Pillar

    The People Pillar is our evaluation of the TIME 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 TIME’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 Clockwise Core Equity& Innovation ETF to 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIME

More TIME Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg 1-3 Mth T-Bill ETF

11.99 2.6 Mil
—

Amazon.com Inc

4.89 1.1 Mil
Consumer Cyclical

Us Dollars

4.54 1.0 Mil
Cash and Equivalents

Apollo Global Management Inc Class A

4.02 887,332
Financial Services

Microsoft Corp

3.98 878,252
Technology

Chevron Corp

3.97 875,917
Energy

Verizon Communications Inc

3.93 868,464
Communication Services

Meta Platforms Inc Class A

3.91 862,638
Communication Services

NVIDIA Corp

3.82 844,576
Technology

Micron Technology Inc

3.02 666,432
Technology