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Vesper US Large Cap S-T Rvrsl Stgy ETF UTRN

Medalist Rating as of | See Exchange Traded Concepts Investment Hub

Morningstar’s Analysis UTRN

Will UTRN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Vesper US Large Cap S-T Rvrsl Stgy ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings UTRN

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

4.22 891,518
Technology

Lululemon Athletica Inc

4.14 874,223
Consumer Cyclical

Marvell Technology Inc

4.13 872,503
Technology

KLA Corp

4.12 871,870
Technology

Gartner Inc

4.11 868,467
Technology

Royal Caribbean Group

4.07 859,708
Consumer Cyclical

LPL Financial Holdings Inc

4.06 858,448
Financial Services

Chipotle Mexican Grill Inc

4.04 854,004
Consumer Cyclical

Walmart Inc

4.03 852,876
Consumer Defensive

Ross Stores Inc

3.99 844,462
Consumer Cyclical