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LifeGoal Wealth Builder ETF WLTH

Quantitative rating as of

Morningstar’s Analysis WLTH

Will WLTH outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LifeGoal Wealth Builder ETF to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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