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Morningstar

Mohr Industry Nav ETF INAV

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

Morningstar’s Analysis INAV

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

  • People Pillar

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

Weakness in Mohr Industry Nav ETF's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings INAV

More INAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

50.30 5.8 Mil
—

Invesco S&P 500® Equal Weight ETF

33.07 3.8 Mil
—

SPDR® S&P Aerospace & Defense ETF

16.63 1.9 Mil
—