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Morningstar

Guru Favorite Stocks ETF GFGF

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

Morningstar’s Analysis GFGF

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Weakness in Guru Favorite Stocks ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GFGF

More GFGF Holdings
  • Current Portfolio Date
  • Equity Holdings 27
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 50.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.12
4,288,619
Technology

Lam Research Corp

4.47
1,358,733
Technology

Visa Inc Class A

4.07
1,236,010
Financial Services

Elevance Health Inc

4.06
1,234,455
Healthcare

Copart Inc

4.04
1,226,426
Industrials

Berkshire Hathaway Inc Class B

4.02
1,220,747
Financial Services

Fair Isaac Corp

3.93
1,194,619
Technology

Apple Inc

3.90
1,184,092
Technology

Accenture PLC Class A

3.87
1,176,851
Technology

Mastercard Inc Class A

3.77
1,146,019
Financial Services