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Acruence Active Hedge US Equity ETF XVOL

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

Morningstar’s Analysis XVOL

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Acruence Active Hedge US Equity ETF to a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XVOL

More XVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prudential Financial Inc

5.35 361,960
Financial Services

DEPOSITS WITH BROKER FOR SHORT POSITIONS

5.06 342,272
Cash and Equivalents

Truist Financial Corp

4.90 331,732
Financial Services

Enterprise Products Partners LP

4.83 326,783
Energy

DEPOSITS WITH BROKER FOR SHORT POSITIONS

4.66 315,009
Cash and Equivalents

KeyCorp

3.68 249,107
Financial Services

First American Government Obligs X

3.66 247,552
Cash and Equivalents

LyondellBasell Industries NV Class A

2.98 201,862
Basic Materials

Sempra

2.63 178,155
Utilities

Booking Holdings Inc

2.13 144,218
Consumer Cyclical