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Mohr Growth ETF MOHR

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

Morningstar’s Analysis MOHR

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

  • People Pillar

    The People Pillar is our evaluation of the MOHR 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 MOHR’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 Mohr Growth ETF 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOHR

More MOHR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.78 3.4 Mil
Communication Services

NVIDIA Corp

4.74 2.8 Mil
Technology

Garmin Ltd

3.49 2.1 Mil
Technology

Jacobs Solutions Inc

3.48 2.1 Mil
Industrials

Costco Wholesale Corp

3.43 2.0 Mil
Consumer Defensive

Heico Corp

3.35 2.0 Mil
Industrials

Howmet Aerospace Inc

3.35 2.0 Mil
Industrials

Watsco Inc Class A

3.34 2.0 Mil
Industrials

Westinghouse Air Brake Technologies Corp

3.27 1.9 Mil
Industrials

TJX Companies Inc

3.27 1.9 Mil
Consumer Cyclical