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Zacks Earnings Consistent ETF ZECP

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

Morningstar’s Analysis ZECP

Will ZECP 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Zacks Earnings Consistent ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ZECP

More ZECP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.06 10.9 Mil
Technology

Microsoft Corp

6.72 10.4 Mil
Technology

Alphabet Inc Class A

5.19 8.1 Mil
Communication Services

UnitedHealth Group Inc

3.16 4.9 Mil
Healthcare

Procter & Gamble Co

3.09 4.8 Mil
Consumer Defensive

JPMorgan Chase & Co

2.84 4.4 Mil
Financial Services

Eli Lilly and Co

2.82 4.4 Mil
Healthcare

Synopsys Inc

2.74 4.2 Mil
Technology

Caterpillar Inc

2.66 4.1 Mil
Industrials

The Home Depot Inc

2.53 3.9 Mil
Consumer Cyclical