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Morningstar

Vesper US Large Cap S-T Rvrsl Stgy ETF UTRN

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UTRN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UTRN

More UTRN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Synchrony Financial

4.10 881,575
Financial Services

Everest Group Ltd

4.08 877,146
Financial Services

Alliant Energy Corp

4.05 869,758
Utilities

CenterPoint Energy Inc

4.05 869,537
Utilities

Coca-Cola Co

4.04 868,554
Consumer Defensive

WEC Energy Group Inc

4.03 866,493
Utilities

Johnson & Johnson

4.03 866,309
Healthcare

Altria Group Inc

4.03 866,170
Consumer Defensive

Eversource Energy

4.03 865,386
Utilities

CMS Energy Corp

4.02 864,547
Utilities