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Morningstar

American Customer Satisfaction ETF ACSI

Morningstar Medalist Rating
Medalist Rating as of | See Exponential ETFs Investment Hub

Morningstar’s Analysis ACSI

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

  • People Pillar

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

Weakness in American Customer Satisfaction ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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 ACSI

More ACSI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.93 6.3 Mil
Technology

Costco Wholesale Corp

5.74 4.5 Mil
Consumer Defensive

Alphabet Inc Class C

5.69 4.5 Mil
Communication Services

Amazon.com Inc

5.12 4.1 Mil
Consumer Cyclical

Microsoft Corp

4.79 3.8 Mil
Technology

JPMorgan Chase & Co

4.29 3.4 Mil
Financial Services

Keurig Dr Pepper Inc

4.10 3.2 Mil
Consumer Defensive

UnitedHealth Group Inc

3.38 2.7 Mil
Healthcare

American International Group Inc

3.23 2.6 Mil
Financial Services

Humana Inc

3.19 2.5 Mil
Healthcare