Morningstar

Cultivar ETF CVAR

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

Morningstar’s Analysis CVAR

Will CVAR 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cultivar ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CVAR

More CVAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

5.93 2M
Government

United States Treasury Bonds 2.875%

3.82 2M
Government

MarketAxess Holdings Inc

3.20 1M
Financial Services

Healthcare Services Group Inc

2.88 1M
Healthcare

United States Treasury Bonds 4.625%

2.81 1M
Government

Kimberly-Clark Corp

2.35 937,144
Consumer Defensive

Core Laboratories Inc

2.28 907,846
Energy

Alexandria Real Estate Equities Inc

2.12 843,192
Real Estate

Humana Inc

2.02 804,142
Healthcare

Dollar General Corp

1.84 734,472
Consumer Defensive

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