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Morningstar

CrossingBridge Pre-Merger SPAC ETF SPC

Morningstar Medalist Rating
Medalist Rating as of | See Cohanzick Management Investment Hub

Morningstar’s Analysis SPC

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

People Pillar

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

CrossingBridge Pre-Merger SPAC ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPC

More SPC Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 1
  • Other Holdings 10
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Screaming Eagle Acquisition Corp Class A

4.64
3,193,333
Financial Services

Pearl Holdings Acquisition Corp Ordinary Shares - Class A

4.64
3,192,269
Financial Services

Keen Vision Acquisition Corp Units (1 Ord & 1 War)

4.63
3,186,143
Financial Services

Enphys Acquisition Corp Class A

4.55
3,131,698
Financial Services

Cartesian Growth Corp II Class A

4.41
3,038,591
Financial Services

TortoiseEcofin Acquisition Corp III

4.37
3,007,833
Financial Services

Israel Acquisitions Corp Ordinary Shares - Class A

4.18
2,878,639
Financial Services

Bowen Acquisition Corp

4.14
2,851,709
Financial Services

First American Treasury Obligs X

4.12
2,838,652
Cash and Equivalents

Mars Acquisition Corp Ordinary Shares

3.95
2,720,624
Financial Services