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Anfield US Equity Sector Rotation ETF AESR

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

Morningstar’s Analysis AESR

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Anfield US Equity Sector Rotation ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AESR

More AESR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500® ETF Trust

15.36 18.5 Mil
—

The Comm Svcs Sel Sect SPDR® ETF

13.85 16.6 Mil
—

Invesco QQQ Trust

10.98 13.2 Mil
—

The Technology Select Sector SPDR® ETF

10.85 13.0 Mil
—

The Health Care Select Sector SPDR® ETF

10.51 12.6 Mil
—

VanEck Semiconductor ETF

10.16 12.2 Mil
—

The Financial Select Sector SPDR® ETF

6.93 8.3 Mil
—

The Industrial Select Sector SPDR® ETF

3.78 4.5 Mil
—

The Consumer Staples Sel SectSPDR® ETF

2.63 3.2 Mil
—

Fair Isaac Corp

1.26 1.5 Mil
Technology