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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-highest 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 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VanEck Morningstar Wide Moat ETF

8.35 5.3 Mil
—

Delta Air Lines Inc

3.58 2.3 Mil
Industrials

HubSpot Inc

3.46 2.2 Mil
Technology

EOG Resources Inc

3.46 2.2 Mil
Energy

Align Technology Inc

3.33 2.1 Mil
Healthcare

DexCom Inc

3.31 2.1 Mil
Healthcare

Meta Platforms Inc Class A

3.29 2.1 Mil
Communication Services

Waste Management Inc

3.27 2.1 Mil
Industrials

Ferrari NV

3.22 2.1 Mil
Consumer Cyclical

Royal Caribbean Group

3.22 2.1 Mil
Consumer Cyclical