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Virtus Terranova US Quality Momentum ETF JOET

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

Morningstar’s Analysis JOET

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

People Pillar

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

Virtus Terranova US Quality Momentum ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JOET

More JOET Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bny Mellon Cash Reserve Usd

1.50
1,207,138
Cash and Equivalents

Burlington Stores Inc

1.08
868,248
Consumer Cyclical

Expedia Group Inc

1.06
849,638
Consumer Cyclical

MercadoLibre Inc

0.98
785,962
Consumer Cyclical

Monolithic Power Systems Inc

0.97
782,493
Technology

D.R. Horton Inc

0.93
748,037
Consumer Cyclical

ServiceNow Inc

0.92
742,589
Technology

Gartner Inc

0.92
741,385
Technology

Lennar Corp Class A

0.91
732,309
Consumer Cyclical

Salesforce Inc

0.90
726,703
Technology