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Bushido Capital US Equity ETF SMRI

Morningstar Medalist Rating
Medalist Rating as of | See Bushido Capital Investment Hub

Morningstar’s Analysis SMRI

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Bushido Capital US Equity ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMRI

More SMRI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

2.29 7.5 Mil
Utilities

NRG Energy Inc

2.11 6.9 Mil
Utilities

PayPal Holdings Inc

2.11 6.9 Mil
Financial Services

Incyte Corp

2.11 6.9 Mil
Healthcare

Zoom Video Communications Inc

2.09 6.8 Mil
Technology

Qualcomm Inc

2.09 6.8 Mil
Technology

Delta Air Lines Inc

2.09 6.8 Mil
Industrials

Etsy Inc

2.08 6.8 Mil
Consumer Cyclical

Owens-Corning Inc

2.08 6.8 Mil
Industrials

The Cigna Group

2.07 6.8 Mil
Healthcare