Morningstar

Cambria Tax Aware ETF TAX

Morningstar Medalist Rating
Medalist Rating as of | See Cambria Investment Hub

Morningstar’s Analysis TAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cambria Tax Aware 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 TAX

More TAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Advanced Micro Devices Inc

1.90 483,862
Technology

Revolution Medicines Inc Ordinary Shares

1.79 454,789
Healthcare

Flex Ltd

1.72 437,886
Technology

Sterling Infrastructure Inc

1.60 408,040
Industrials

Twilio Inc Class A

1.60 407,150
Technology

JFrog Ltd Ordinary Shares

1.50 380,722
Technology

Roivant Sciences Ltd Ordinary Shares

1.49 378,506
Healthcare

Viasat Inc

1.47 372,840
Technology

Jazz Pharmaceuticals PLC

1.44 365,107
Healthcare

GE Vernova Inc

1.43 362,839
Industrials

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