Morningstar

Alpha Architect U.S. Quantitative Value ETF QVAL

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis QVAL

Will QVAL outperform in the 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 QVAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alpha Architect US Quantitative Val 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QVAL

More QVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Range Resources Corp

2.79 18M
Energy

Accenture PLC Class A

2.48 16M
Technology

Abercrombie & Fitch Co Class A

2.30 15M
Consumer Cyclical

United Therapeutics Corp

2.28 15M
Healthcare

APA Corp

2.21 15M
Energy

Urban Outfitters Inc

2.21 15M
Consumer Cyclical

ConocoPhillips

2.16 14M
Energy

Constellation Brands Inc Class A

2.15 14M
Consumer Defensive

EOG Resources Inc

2.12 14M
Energy

EQT Corp

2.11 14M
Energy

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