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REX FANG & Innovation Equity Prm Inc ETF FEPI

Morningstar Medalist Rating
Medalist Rating as of | See REX Advisor Investment Hub

Morningstar’s Analysis FEPI

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit REX FANG& Innovation Equity Prm Inc ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FEPI

More FEPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

7.64 14.3 Mil
Communication Services

Tesla Inc

7.42 13.9 Mil
Consumer Cyclical

Palo Alto Networks Inc

7.30 13.7 Mil
Technology

Broadcom Inc

6.92 13.0 Mil
Technology

Adobe Inc

6.91 12.9 Mil
Technology

NVIDIA Corp

6.91 12.9 Mil
Technology

Apple Inc

6.88 12.9 Mil
Technology

Salesforce Inc

6.78 12.7 Mil
Technology

Amazon.com Inc

6.74 12.6 Mil
Consumer Cyclical

Microsoft Corp

6.73 12.6 Mil
Technology