Skip to Content
Morningstar

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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AESR

More AESR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

14.66 13.5 Mil
—

Financial Select Sector SPDR® ETF

12.52 11.5 Mil
—

VanEck Semiconductor ETF

11.91 11.0 Mil
—

Health Care Select Sector SPDR® ETF

10.37 9.6 Mil
—

Technology Select Sector SPDR® ETF

9.85 9.1 Mil
—

Invesco QQQ Trust

9.80 9.0 Mil
—

Communication Services Sel Sect SPDR®ETF

6.89 6.4 Mil
—

Industrial Select Sector SPDR® ETF

3.69 3.4 Mil
—

Consumer Staples Select Sector SPDR® ETF

2.60 2.4 Mil
—

NVIDIA Corp

1.92 1.8 Mil
Technology