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
Rated on Published on

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Portfolio Holdings AFOS

More AFOS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

7.16 21M
Energy

First American Government Obligs X

5.61 17M
Cash and Equivalents

Lam Research Corp

4.77 14M
Technology

NVIDIA Corp

4.64 14M
Technology

Micron Technology Inc

4.61 14M
Technology

Alphabet Inc Class A

4.50 13M
Communication Services

Newmont Corp

4.26 13M
Basic Materials

Freeport-McMoRan Inc

3.92 12M
Basic Materials

Western Digital Corp

3.89 12M
Technology

Microsoft Corp

3.70 11M
Technology

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