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Morningstar

Impact Shares YWCA Women's Empwrmt ETF WOMN

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

Morningstar’s Analysis WOMN

Will WOMN 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 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.

Impact Shares YWCA Women's Empwrmt ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 WOMN

More WOMN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.18 2.7 Mil
Consumer Cyclical

Apple Inc

5.02 2.6 Mil
Technology

Meta Platforms Inc Class A

4.99 2.6 Mil
Communication Services

Microsoft Corp

3.11 1.6 Mil
Technology

Eli Lilly and Co

2.98 1.6 Mil
Healthcare

UnitedHealth Group Inc

2.43 1.3 Mil
Healthcare

Exxon Mobil Corp

2.34 1.2 Mil
Energy

Salesforce Inc

2.30 1.2 Mil
Technology

Visa Inc Class A

2.16 1.1 Mil
Financial Services

McDonald's Corp

1.98 1.0 Mil
Consumer Cyclical