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Listed Index Fd US Eq (Dow Avg) CcyHdg 2562

Morningstar Medalist Rating
Medalist Rating as of | See Nikko AM Investment Hub

Morningstar’s Analysis 2562

Will 2562 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 2562’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 2562 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 2562’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Listed Index Fd US Eq(Dow Avg) CcyHdg to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 2562

More 2562 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offsets For Shorts & Derivatives

89.96 28.6 Bil
Cash and Equivalents

Eminidow2406

8.13 2.6 Bil
—

UnitedHealth Group Inc

8.09 2.6 Bil
Healthcare

The Goldman Sachs Group Inc

6.88 2.2 Bil
Financial Services

Microsoft Corp

6.54 2.1 Bil
Technology

Jpy

5.58 1.8 Bil
Cash and Equivalents

Caterpillar Inc

5.54 1.8 Bil
Industrials

The Home Depot Inc

5.44 1.7 Bil
Consumer Cyclical

McDonald's Corp

4.51 1.4 Bil
Consumer Cyclical

Visa Inc Class A

4.51 1.4 Bil
Financial Services