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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-costliest 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 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg 1-3 Mth T-Bill ETF

6.57 1.5 Mil
—

NVIDIA Corp

5.30 1.2 Mil
Technology

Spotify Technology SA

5.11 1.2 Mil
Communication Services

Robinhood Markets Inc Class A

4.80 1.1 Mil
Financial Services

Netflix Inc

4.21 966,743
Communication Services

Amazon.com Inc

4.16 954,287
Consumer Cyclical

Meta Platforms Inc Class A

4.08 937,113
Communication Services

Alphabet Inc Class A

4.03 924,915
Communication Services

Verizon Communications Inc

4.02 924,071
Communication Services

Microsoft Corp

3.99 916,652
Technology