Morningstar

Alpha Architect U.S. Quantitative Momentum ETF QMOM

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub
  • NAV / 1-Day Return —  /  +1.43 %
  • Total Assets 432.6M
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.290%
  • Distribution Fee Level —
  • Share Class Type ETF
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.49%
  • Turnover 399%

USD

Morningstar’s Analysis QMOM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alpha Architect US Quantitative Momt ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings QMOM

More QMOM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

2.18 9M
Energy

Delek US Holdings Inc Registered Shs Stock Settlement

2.15 9M
Energy

Marathon Petroleum Corp

2.13 9M
Energy

Spyre Therapeutics Inc

2.12 9M
Healthcare

MACOM Technology Solutions Holdings Inc

2.12 9M
Technology

RingCentral Inc Class A

2.11 9M
Technology

HF Sinclair Corp

2.11 9M
Energy

Hewlett Packard Enterprise Co

2.10 9M
Technology

Valero Energy Corp

2.09 9M
Energy

Phillips 66

2.08 9M
Energy

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