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Morningstar

USCF Midstream Energy Income ETF UMI

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

Morningstar’s Analysis UMI

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

People Pillar

The People Pillar is our evaluation of the UMI 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 UMI’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 USCF Midstream Energy Income ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UMI

More UMI Holdings
  • Current Portfolio Date
  • Equity Holdings 23
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 64.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Energy Transfer LP

9.17
19,808,718
Energy

Enterprise Products Partners LP

8.22
17,751,799
Energy

Enbridge Inc

7.49
16,183,378
Energy

Cheniere Energy Inc

7.37
15,912,909
Energy

Plains GP Holdings LP Class A

7.25
15,667,302
Energy

Targa Resources Corp

6.93
14,969,712
Energy

Antero Midstream Corp

4.61
9,958,255
Energy

MPLX LP Partnership Units

4.60
9,927,836
Energy

Williams Companies Inc

4.53
9,790,381
Energy

Keyera Corp

4.53
9,788,980
Energy