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Morningstar

Affinity World Leaders Equity ETF WLDR

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

Morningstar’s Analysis WLDR

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

  • People Pillar

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

Strength in Affinity World Leaders Equity ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 WLDR

More WLDR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HP Inc

3.85 1.3 Mil
Technology

NetApp Inc

3.66 1.2 Mil
Technology

Applied Materials Inc

3.29 1.1 Mil
Technology

Dell Technologies Inc Ordinary Shares - Class C

2.70 879,294
Technology

Meta Platforms Inc Class A

2.65 861,479
Communication Services

AutoZone Inc

2.52 818,362
Consumer Cyclical

Williams-Sonoma Inc

2.44 794,332
Consumer Cyclical

International Business Machines Corp

2.11 687,288
Technology

SS&C Technologies Holdings Inc

1.99 647,142
Technology

JPMorgan Chase & Co

1.95 635,609
Financial Services