Morningstar

FundX ETF XCOR

Morningstar Medalist Rating
Medalist Rating as of | See FundX Upgrader Investment Hub

Morningstar’s Analysis XCOR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FundX 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 XCOR

More XCOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Growth ETF

13.75 25M
—

Invesco S&P 500® Top 50 ETF

12.79 24M
—

Invesco S&P 500® Momentum ETF

11.07 20M
—

iShares MSCI USA Value Factor ETF

10.97 20M
—

Invesco S&P 500® Pure Growth ETF

10.96 20M
—

WisdomTree U.S. Quality Growth ETF

10.22 19M
—

iShares MSCI USA Momentum Factor ETF

9.66 18M
—

iShares Global 100 ETF

8.96 17M
—

iShares Russell Top 200 Growth ETF

8.93 17M
—

Vanguard Mega Cap Growth ETF

1.56 3M
—

Sponsor Center