Morningstar

Harvest US Equity Leaders Income ETF Class U USD HBF.U

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis HBF.U

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harvest US Equity Ldrs Inc ETF U USD 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 HBF.U

More HBF.U Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.54 41M
Technology

NVIDIA Corp

5.97 38M
Technology

Oracle Corp

5.86 37M
Technology

Amazon.com Inc

5.50 35M
Consumer Cyclical

Shell PLC ADR (Representing - Ordinary Shares)

5.41 34M
Energy

Alphabet Inc Class A

5.18 33M
Communication Services

Caterpillar Inc

5.14 32M
Industrials

Procter & Gamble Co

5.05 32M
Consumer Defensive

Apple Inc

4.92 31M
Technology

Visa Inc Class A

4.90 31M
Financial Services

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