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
|
---|---|---|---|
Synchrony Financial | 4.39 | 954,739 | Financial Services |
Coca-Cola Co | 4.09 | 888,474 | Consumer Defensive |
CenterPoint Energy Inc | 4.07 | 885,995 | Utilities |
Altria Group Inc | 4.06 | 883,251 | Consumer Defensive |
Eversource Energy | 4.06 | 882,058 | Utilities |
Alliant Energy Corp | 4.04 | 879,359 | Utilities |
AT&T Inc | 4.04 | 879,247 | Communication Services |
WEC Energy Group Inc | 4.04 | 877,861 | Utilities |
CMS Energy Corp | 4.02 | 875,145 | Utilities |
Johnson & Johnson | 4.00 | 869,940 | Healthcare |