Morningstar

Impact Shares Women’s Empowerment ETF WOMN

Morningstar Medalist Rating Tracks Morningstar Index
Medalist Rating as of | See Impact Shares Investment Hub

Morningstar’s Analysis WOMN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impact Shares Women’s Empowerment ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WOMN

More WOMN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.73 3M
Technology

Alphabet Inc Class A

4.70 3M
Communication Services

NVIDIA Corp

4.40 2M
Technology

Cisco Systems Inc

3.55 2M
Technology

JPMorgan Chase & Co

3.45 2M
Financial Services

Verizon Communications Inc

2.84 2M
Communication Services

Visa Inc Class A

2.37 1M
Financial Services

ExxonMobil Holdings Corp

2.29 1M
Energy

Texas Instruments Inc

2.25 1M
Technology

International Business Machines Corp

1.75 975,092
Technology

Sponsor Center