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Morningstar

AXS Esoterica NextG Economy ETF WUGI

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

Morningstar’s Analysis WUGI

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WUGI

More WUGI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

18.32 5.7 Mil
Cash and Equivalents

NVIDIA Corp

16.25 5.1 Mil
Technology

Microsoft Corp

9.46 3.0 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.56 1.7 Mil
Technology

Broadcom Inc

5.29 1.7 Mil
Technology

Amazon.com Inc

4.30 1.3 Mil
Consumer Cyclical

Advanced Micro Devices Inc

4.14 1.3 Mil
Technology

Synopsys Inc

4.09 1.3 Mil
Technology

Meta Platforms Inc Class A

3.90 1.2 Mil
Communication Services

ASML Holding NV ADR

3.05 954,931
Technology