Morningstar

Counterpoint Quantitative Equity ETF CPAI

Morningstar Medalist Rating
Medalist Rating as of | See Counterpoint Funds Investment Hub

Morningstar’s Analysis CPAI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Counterpoint Quantitative Equity 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 CPAI

More CPAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Box Inc Class A

2.50 13M
Technology

Etsy Inc

2.47 13M
Consumer Cyclical

HubSpot Inc

2.44 13M
Technology

GoDaddy Inc Class A

2.31 12M
Technology

McKesson Corp

2.29 12M
Healthcare

Dollar Tree Inc

2.29 12M
Consumer Defensive

Everpure Inc Class A

2.28 12M
Technology

Cardinal Health Inc

2.25 12M
Healthcare

Antero Resources Corp

2.21 12M
Energy

The Simply Good Foods Co

2.18 11M
Consumer Defensive

Sponsor Center