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Morningstar

Cambria Global Value ETF GVAL

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

Morningstar’s Analysis GVAL

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

People Pillar

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

Cambria Global Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GVAL

More GVAL Holdings
  • Current Portfolio Date
  • Equity Holdings 103
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

2.90
3,302,576
Cash and Equivalents

Orlen SA

2.83
3,229,696
Energy

Moneta Money Bank AS

2.42
2,761,241
Financial Services

Alior Bank SA

2.16
2,464,826
Financial Services

Komercni Banka AS

2.07
2,361,398
Financial Services

Erste Group Bank AG.

1.70
1,943,712
Financial Services

CEZ a.s

1.63
1,856,433
Utilities

Philip Morris CR AS

1.59
1,817,685
Consumer Defensive

Powszechny Zaklad Ubezpieczen SA

1.51
1,722,272
Financial Services

Colbun SA

1.39
1,582,562
Utilities