Morningstar

U.S. Global Technology and Aerospace & Defense ETF WAR

Morningstar Medalist Rating
Medalist Rating as of | See U.S. Global Investors Investment Hub

Morningstar’s Analysis WAR

Will WAR outperform in the 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 WAR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

U.S. Global Tech and Arspc & Defense ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WAR

More WAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AXT Inc

8.10 3M
Technology

Micron Technology Inc

7.96 3M
Technology

AeroVironment Inc

7.46 3M
Industrials

Droneshield Ltd

7.30 3M
Industrials

Rheinmetall AG

5.52 2M
Industrials

Axon Enterprise Inc

4.83 2M
Industrials

Astera Labs Inc

4.68 2M
Technology

Cloudflare Inc

4.50 2M
Technology

Teradyne Inc

4.30 2M
Technology

NVIDIA Corp

4.00 1M
Technology

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