Morningstar

Mohr Company Nav ETF CNAV

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

Morningstar’s Analysis CNAV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Mohr Company Nav 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

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Portfolio Holdings CNAV

More CNAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HF Sinclair Corp

4.25 2M
Energy

Dell Technologies Inc Ordinary Shares - Class C

4.20 2M
Technology

NetApp Inc

4.11 2M
Technology

Western Digital Corp

3.96 2M
Technology

CrowdStrike Holdings Inc Class A

3.88 2M
Technology

Everpure Inc Class A

3.86 2M
Technology

Illumina Inc

3.73 2M
Healthcare

Micron Technology Inc

3.51 2M
Technology

Humana Inc

3.42 2M
Healthcare

Okta Inc Class A

3.41 2M
Technology

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