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
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Portfolio Holdings QVAL

More QVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taylor Morrison Home Corp

2.48 13M
Consumer Cyclical

TD Synnex Corp

2.24 12M
Technology

Valero Energy Corp

2.17 11M
Energy

HF Sinclair Corp

2.16 11M
Energy

Marathon Petroleum Corp

2.15 11M
Energy

Mueller Industries Inc

2.14 11M
Industrials

Brinker International Inc

2.13 11M
Consumer Cyclical

ConocoPhillips

2.11 11M
Energy

APA Corp

2.10 11M
Energy

HP Inc

2.08 11M
Technology

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