Morningstar

Bancreek U.S. Large Cap ETF BCUS

Morningstar Medalist Rating
Medalist Rating as of | See Bancreek Capital Advisors Investment Hub

Morningstar’s Analysis BCUS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BANCREEK U.S. Large Cap ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCUS

More BCUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

4.78 7M
Healthcare

Seagate Technology Holdings PLC

4.62 7M
Technology

Meta Platforms Inc Class A

4.54 7M
Communication Services

NVIDIA Corp

4.29 6M
Technology

Comfort Systems USA Inc

4.04 6M
Industrials

Howmet Aerospace Inc

4.03 6M
Industrials

InterDigital Inc

3.94 6M
Technology

Broadcom Inc

3.85 6M
Technology

Millicom International Cellular SA

3.59 5M
Communication Services

AppLovin Corp Ordinary Shares - Class A

3.52 5M
Communication Services

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