Morningstar

Anfield U.S. Equity Sector Rotation ETF AESR

Morningstar Medalist Rating
Medalist Rating as of | See Anfield Investment Hub

Morningstar’s Analysis AESR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Anfield US Equity Sector Rotation ETF 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 AESR

More AESR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ARK Next Generation Internet ETF

19.19 49M
—

iShares Semiconductor ETF

17.72 45M
—

State Street® SPDR® S&P 500® ETF

15.52 39M
—

iShares US Pharmaceuticals ETF

10.01 25M
—

iShares US Financial Services ETF

6.44 16M
—

Invesco KBW Bank ETF

5.29 13M
—

State Street® IndstrlSelSectSPDR®ETF

4.93 13M
—

State Street® SPDR® S&P® Insurance ETF

2.54 6M
—

State Street®CnsmrStpSelSectSPDR®ETF

1.75 4M
—

State Street® SPDR® S&P® Hmebldr ETF

1.32 3M
—

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