Miller Value Ptnrs Appreciation 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.
Miller Value Ptnrs Appreciation ETF MVPA
Morningstar’s Analysis MVPA
Will MVPA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Crescent Energy Co Class A | 7.50 | 5M | Energy |
Meta Platforms Inc Class A | 6.32 | 4M | Communication Services |
Strategy Inc Class A | 5.16 | 4M | Technology |
Bloomin Brands Inc | 5.10 | 3M | Consumer Cyclical |
Crocs Inc | 5.03 | 3M | Consumer Cyclical |
Lincoln National Corp | 4.62 | 3M | Financial Services |
MercadoLibre Inc | 4.22 | 3M | Consumer Cyclical |
United Parcel Service Inc Class B | 4.04 | 3M | Industrials |
Jackson Financial Inc | 4.02 | 3M | Financial Services |
Concentrix Corp Ordinary Shares | 3.98 | 3M | Technology |