Morningstar

Essential 40 Stock ETF ESN

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

Morningstar’s Analysis ESN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Essential 40 Stock ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ESN

More ESN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intel Corp

6.11 21M
Technology

Marathon Petroleum Corp

5.31 19M
Energy

Palo Alto Networks Inc

4.67 16M
Technology

Apple Inc

2.84 10M
Technology

ExxonMobil Holdings Corp

2.82 10M
Energy

Freeport-McMoRan Inc

2.67 9M
Basic Materials

Johnson & Johnson

2.65 9M
Healthcare

Delta Air Lines Inc

2.59 9M
Industrials

Enterprise Products Partners LP

2.50 9M
Energy

Meta Platforms Inc Class A

2.48 9M
Communication Services

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