Morningstar

Virtus Zevenbergen Discovery Growth ETF ZDIS

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

Morningstar’s Analysis ZDIS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Zevenbergen Discovery Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ZDIS

More ZDIS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

8.67 6M
Consumer Cyclical

NVIDIA Corp

7.47 5M
Technology

Credo Technology Group Holding Ltd

7.14 5M
Technology

Axon Enterprise Inc

6.62 5M
Industrials

Shopify Inc Registered Shs -A- Subord Vtg

6.07 4M
Technology

MercadoLibre Inc

5.49 4M
Consumer Cyclical

Bloom Energy Corp Class A

5.38 4M
Industrials

Datadog Inc Class A

4.91 4M
Technology

Rocket Lab Corp

4.24 3M
Industrials

CrowdStrike Holdings Inc Class A

4.15 3M
Technology

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