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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.

Weakness in Guru Favorite Stocks ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.50 3.1 Mil
Technology

Alphabet Inc Class A

6.99 2.1 Mil
Communication Services

NVIDIA Corp

4.67 1.4 Mil
Technology

Brown & Brown Inc

4.57 1.4 Mil
Financial Services

Meta Platforms Inc Class A

4.37 1.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.17 1.2 Mil
Financial Services

Visa Inc Class A

4.08 1.2 Mil
Financial Services

Mastercard Inc Class A

3.89 1.2 Mil
Financial Services

Elevance Health Inc

3.86 1.1 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.32 984,909
Technology