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Morningstar

Alpha Architect Intl Quant Momt ETF IMOM

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis IMOM

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

  • People Pillar

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

Weakness in Alpha Architect Intl Quant Momt ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMOM

More IMOM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tokyo Electric Power Co Holdings

2.38 2.0 Mil
Utilities

MS&AD Insurance Group Holdings Inc

2.21 1.8 Mil
Financial Services

BPER Banca SpA

2.17 1.8 Mil
Financial Services

Tokio Marine Holdings Inc

2.15 1.8 Mil
Financial Services

UniCredit SpA

2.12 1.8 Mil
Financial Services

Rheinmetall AG

2.12 1.7 Mil
Industrials

TBS Holdings Inc

2.11 1.7 Mil
Communication Services

3i Group Ord

2.10 1.7 Mil
Financial Services

Toyo Tire Corp

2.10 1.7 Mil
Consumer Cyclical

Banco BPM SpA

2.07 1.7 Mil
Financial Services