Morningstar

Running Oak Efficient Growth ETF RUNN

Morningstar Medalist Rating
Medalist Rating as of | See Running Oak Investment Hub

Morningstar’s Analysis RUNN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Running Oak Efficient Growth ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RUNN

More RUNN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equifax Inc

2.01 8M
Industrials

Accenture PLC Class A

1.94 8M
Technology

Brown & Brown Inc

1.86 8M
Financial Services

State Street Instl Treasury MMkt Premier

1.86 8M
Cash and Equivalents

Arthur J. Gallagher & Co

1.85 8M
Financial Services

Intuit Inc

1.85 7M
Technology

Broadridge Financial Solutions Inc

1.82 7M
Technology

Stryker Corp

1.82 7M
Healthcare

FactSet Research Systems Inc

1.81 7M
Financial Services

Roper Technologies Inc

1.81 7M
Technology

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