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Morningstar

Engine No. 1 Transform Climate ETF NETZ ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Engine No. 1 Investment Hub

Morningstar’s Analysis NETZ

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Engine No. 1 Transform Climate ETF to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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