Morningstar

ARS Focused Opportunities Strategy ETF AFOS

Morningstar Medalist Rating
Medalist Rating as of | See ARS Investment Partners Investment Hub

Morningstar’s Analysis AFOS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ARS Focused Opportunities Strategy ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings AFOS

More AFOS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

6.74 19M
Government

Marathon Petroleum Corp

4.96 14M
Energy

NVIDIA Corp

4.52 13M
Technology

Alphabet Inc Class A

4.45 13M
Communication Services

Newmont Corp

4.43 13M
Basic Materials

Microsoft Corp

3.94 11M
Technology

Micron Technology Inc

3.89 11M
Technology

Freeport-McMoRan Inc

3.79 11M
Basic Materials

EOG Resources Inc

3.78 11M
Energy

Lam Research Corp

3.51 10M
Technology

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