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 Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Morningstar’s Analysis NETZ
Will NETZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Mar 24, 2023
- Equity Holdings 27
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 59.1