Monarch Select Subsector ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Monarch Select Subsector ETF MSSS
Morningstar’s Analysis MSSS
Will MSSS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MSSS 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 MSSS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® S&P® Smcndctr ETF | 10.67 | 14M | — |
iShares US Healthcare Providers ETF | 10.37 | 14M | — |
Stt Strt® SPDR® S&P® Arspc & Dfnc ETF | 10.14 | 14M | — |
State StreetSPDRS&PSftwr&SvcsETF | 10.07 | 13M | — |
Invesco Dynamic Leisure and Entmnt ETF | 10.04 | 13M | — |
Invesco KBW Property & Casualty Ins ETF | 9.97 | 13M | — |
State Street® SPDR® S&P® Insurance ETF | 9.85 | 13M | — |
iShares US Medical Devices ETF | 9.79 | 13M | — |
State Street® SPDR® S&P® PhrmctlsETF | 9.33 | 12M | — |
State Street® CommServSelSectSPDR®ETF | 9.30 | 12M | — |
United States