Morningstar

JLens 500 Jewish Advocacy U.S. ETF TOV

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

Morningstar’s Analysis TOV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JLens 500 Jewish Advocacy U.S. ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TOV

More TOV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.16 23M
Technology

Apple Inc

7.26 20M
Technology

Microsoft Corp

5.77 16M
Technology

Alphabet Inc Class A

5.18 15M
Communication Services

Amazon.com Inc

3.64 10M
Consumer Cyclical

Broadcom Inc

2.45 7M
Technology

Meta Platforms Inc Class A

2.39 7M
Communication Services

Micron Technology Inc

1.78 5M
Technology

Eli Lilly and Co

1.51 4M
Healthcare

Tesla Inc

1.50 4M
Consumer Cyclical

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