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Morningstar

Mohr Sector Nav ETF SNAV

Morningstar Medalist Rating
Medalist Rating as of | See Mohrfunds Investment Hub

Morningstar’s Analysis SNAV

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

  • People Pillar

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

Weakness in Mohr Sector Nav ETF's Process and People Pillar ratings limits this strategy 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SNAV

More SNAV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco S&P 500® Equal Weight ETF

37.31 16.5 Mil
—

SPDR® S&P 500 ETF Trust

27.64 12.2 Mil
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Materials Select Sector SPDR® ETF

9.14 4.0 Mil
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Technology Select Sector SPDR® ETF

9.12 4.0 Mil
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Vanguard Industrials ETF

8.81 3.9 Mil
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Consumer Discret Sel Sect SPDR® ETF

7.97 3.5 Mil
—