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Bristol Gate Concentrated US Equity ETF BGU

Morningstar Medalist Rating
Medalist Rating as of | See Bristol Gate Capital Partners Investment Hub

Morningstar’s Analysis BGU

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

  • People Pillar

    The People Pillar is our evaluation of the BGU 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 BGU’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 Bristol Gate Concentrated US Equity ETF 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGU

More BGU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cintas Corp

5.38 13.8 Mil
Industrials

Mastercard Inc Class A

4.92 12.6 Mil
Financial Services

Sherwin-Williams Co

4.90 12.6 Mil
Basic Materials

Intuit Inc

4.87 12.5 Mil
Technology

Applied Materials Inc

4.81 12.3 Mil
Technology

CSX Corp

4.81 12.3 Mil
Industrials

Microsoft Corp

4.77 12.2 Mil
Technology

Thermo Fisher Scientific Inc

4.75 12.2 Mil
Healthcare

Roper Technologies Inc

4.64 11.9 Mil
Technology

McKesson Corp

4.55 11.7 Mil
Healthcare