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Morningstar

Cultivar ETF CVAR

Morningstar Medalist Rating
Medalist Rating as of | See Cultivar ETF Investment Hub

Morningstar’s Analysis CVAR

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

People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Cultivar ETF to a Morningstar Medalist Rating of Negative.

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 CVAR

More CVAR Holdings
  • Current Portfolio Date
  • Equity Holdings 103
  • Bond Holdings 3
  • Other Holdings 1
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.25%

4.58
1,250,001
Cash and Equivalents

Core Laboratories Inc

3.37
920,735
Energy

Proto Labs Inc

2.89
788,621
Industrials

Steelcase Inc Class A

2.35
642,007
Industrials

AT&T Inc

2.27
619,109
Communication Services

Healthcare Services Group Inc

2.04
558,380
Healthcare

Ingredion Inc

1.98
540,806
Consumer Defensive

United States Treasury Bonds 1.375%

1.92
523,090
Government

Newmont Corp

1.91
522,399
Basic Materials

Citigroup Inc

1.88
512,151
Financial Services