Parametric Equity Plus ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Parametric Equity Plus ETF PEPS
Morningstar’s Analysis PEPS
Will PEPS 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 PEPS 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 PEPS’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 37.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.99 | 2M | Technology |
Apple Inc | 6.58 | 2M | Technology |
Microsoft Corp | 4.36 | 1M | Technology |
Amazon.com Inc | 3.53 | 964,812 | Consumer Cyclical |
Alphabet Inc Class A | 3.27 | 892,814 | Communication Services |
Alphabet Inc Class C | 2.92 | 796,752 | Communication Services |
Option on State Street® SPDR® S&P 500® ETF Jun26 | 2.91 | 793,694 | — |
Broadcom Inc | 2.81 | 768,488 | Technology |
Micron Technology Inc | 2.41 | 657,369 | Technology |
Meta Platforms Inc Class A | 2.02 | 550,993 | Communication Services |
United States