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Hypatia Women CEO ETF WCEO

Morningstar Medalist Rating
Medalist Rating as of | See Hypatia Investment Hub

Morningstar’s Analysis WCEO

Will WCEO 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 WCEO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hypatia Women CEO ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings WCEO

More WCEO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

2.20 70,696
Technology

Clearfield Inc

2.14 68,854
Technology

Advanced Micro Devices Inc

1.87 60,032
Technology

Cash & Cash Equivalents

1.22 39,161
Cash and Equivalents

Sunrun Inc

1.10 35,218
Technology

Jackson Financial Inc

1.04 33,527
Financial Services

Amalgamated Financial Corp Ordinary Shares Class A

1.04 33,398
Financial Services

Equitrans Midstream Corp

1.02 32,818
Energy

PNM Resources Inc

1.00 32,255
Utilities

Duke Energy Corp

1.00 32,102
Utilities