The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Vesper US Large Cap S-T Rvrsl Stgy ETF UTRN
Morningstar’s Analysis UTRN
Will UTRN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Tyler Technologies Inc | 4.29 | 1.0 Mil | Technology |
Masco Corp | 4.23 | 998,737 | Industrials |
Dover Corp | 4.14 | 977,994 | Industrials |
Franklin Resources Inc | 4.06 | 959,642 | Financial Services |
CF Industries Holdings Inc | 4.06 | 958,570 | Basic Materials |
Parker Hannifin Corp | 4.03 | 951,797 | Industrials |
F5 Inc | 4.01 | 946,307 | Technology |
VeriSign Inc | 4.00 | 944,499 | Technology |
Cardinal Health Inc | 3.99 | 941,578 | Healthcare |
Monster Beverage Corp | 3.97 | 938,674 | Consumer Defensive |