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Medalist Rating as of | See ROC Investments Investment Hub

Morningstar’s Analysis ROCI

Will ROCI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in ROC ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings ROCI

  • Current Portfolio Date
  • Equity Holdings 86
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.98
325,847
Technology
5.09
277,258
Technology
4.50
244,943
Financial Services
4.10
223,489
Consumer Cyclical
3.10
168,909
Technology
2.76
150,531
Consumer Cyclical
2.75
149,862
Consumer Defensive
2.67
145,288
Communication Services
2.37
129,084
Technology
2.37
129,055
Healthcare