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Morningstar

Cambria Value and Momentum ETF VAMO

Morningstar Medalist Rating
Medalist Rating as of | See Cambria ETF Investment Hub

Morningstar’s Analysis VAMO

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

  • People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of Cambria Value and Momentum ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VAMO

More VAMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

47.17 29.3 Mil
—

First American Treasury Obligs X

9.05 5.6 Mil
Cash and Equivalents

DEPOSITS WITH BROKER FOR SHORT POSITIONS

3.71 2.3 Mil
Cash and Equivalents

EMCOR Group Inc

1.68 1.0 Mil
Industrials

Vistra Corp

1.66 1.0 Mil
Utilities

Mueller Industries Inc

1.41 875,123
Industrials

Mr. Cooper Group Inc

1.40 872,041
Financial Services

Toll Brothers Inc

1.40 871,234
Consumer Cyclical

Sterling Infrastructure Inc

1.40 869,104
Industrials

Encore Wire Corp

1.37 850,206
Industrials