Morningstar

Zacks Earnings Consistent Portfolio ETF ZECP

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

Morningstar’s Analysis ZECP

Will ZECP outperform in the 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 ZECP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Low volatility, limited potential.

Sbidag Demerjian

Sbidag Demerjian

Summary

Zacks Earnings Consistent ETF’s conventional approach, limited track record, and adequate team warrant Average People and Average Process Pillar ratings.

by Sbidag Demerjian
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ZECP

More ZECP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.41 32M
Technology

Microsoft Corp

7.96 30M
Technology

Alphabet Inc Class A

7.35 28M
Communication Services

Caterpillar Inc

3.48 13M
Industrials

JPMorgan Chase & Co

3.22 12M
Financial Services

Eli Lilly and Co

2.91 11M
Healthcare

Walmart Inc

2.85 11M
Consumer Defensive

American Express Co

2.29 9M
Financial Services

Cardinal Health Inc

2.12 8M
Healthcare

Procter & Gamble Co

2.04 8M
Consumer Defensive

Sponsor Center