Morningstar

Parametric Equity Plus ETF PEPS

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis PEPS

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Parametric Equity Plus 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 PEPS

More PEPS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.63 2M
Technology

Apple Inc

7.11 2M
Technology

Microsoft Corp

5.55 2M
Technology

Amazon.com Inc

3.51 1M
Consumer Cyclical

Alphabet Inc Class A

2.91 870,086
Communication Services

Morgan Stanley Instl Lqudty Govt Instl

2.89 861,973
Cash and Equivalents

Alphabet Inc Class C

2.59 773,616
Communication Services

Broadcom Inc

2.57 767,102
Technology

Meta Platforms Inc Class A

2.37 707,694
Communication Services

Micron Technology Inc

2.19 655,683
Technology

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