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

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Portfolio Holdings CPAI

More CPAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Everpure Inc Class A

2.80 14M
Technology

Hewlett Packard Enterprise Co

2.32 11M
Technology

Astera Labs Inc

2.28 11M
Technology

PBF Energy Inc Class A

2.27 11M
Energy

ON Semiconductor Corp

2.25 11M
Technology

Marvell Technology Inc

2.25 11M
Technology

Kulicke & Soffa Industries Inc

2.17 11M
Technology

Marathon Petroleum Corp

2.14 11M
Energy

BlackBerry Ltd

2.10 10M
Technology

Box Inc Class A

2.10 10M
Technology

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