Morningstar

ERShares Private-Public Crossover ETF XOVR

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

Morningstar’s Analysis XOVR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ERShares Private-Public Crossover 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XOVR

More XOVR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spv Exposure To Spacex Lp

18.16 266M
—

NVIDIA Corp

9.39 138M
Technology

Alphabet Inc Class A

5.71 84M
Communication Services

Meta Platforms Inc Class A

4.45 65M
Communication Services

Maplebear Inc

4.41 65M
Consumer Cyclical

Ubiquiti Inc

3.69 54M
Technology

Toast Inc Class A

3.49 51M
Technology

Globus Medical Inc Class A

3.31 48M
Healthcare

Veeva Systems Inc Class A

2.79 41M
Healthcare

Fortinet Inc

2.51 37M
Technology

Sponsor Center