SMI 3Fourteen Full-Cycle Trend ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
SMI 3Fourteen Full-Cycle Trend ETF FCTE
Morningstar’s Analysis FCTE
Will FCTE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FCTE 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 FCTE’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Applied Materials Inc | 5.40 | 13M | Technology |
Old Dominion Freight Line Inc Ordinary Shares | 5.38 | 13M | Industrials |
Cardinal Health Inc | 5.27 | 12M | Healthcare |
Parker Hannifin Corp | 5.22 | 12M | Industrials |
McKesson Corp | 5.15 | 12M | Healthcare |
Johnson & Johnson | 5.12 | 12M | Healthcare |
Dover Corp | 5.10 | 12M | Industrials |
Trane Technologies PLC Class A | 5.08 | 12M | Industrials |
Eli Lilly and Co | 5.06 | 12M | Healthcare |
Hubbell Inc | 5.00 | 12M | Industrials |
United States