Morningstar

ERShares Private-Public Crossover ETF XOVR

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

Morningstar’s Analysis XOVR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ERShares Private-Public Crossover 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 XOVR

More XOVR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spv Exposure To Spacex Lp

20.32 306M
—

NVIDIA Corp

9.58 144M
Technology

Alphabet Inc Class A

5.82 88M
Communication Services

Meta Platforms Inc Class A

4.76 72M
Communication Services

Veeva Systems Inc Class A

3.67 55M
Healthcare

Robinhood Markets Inc Class A

3.36 51M
Financial Services

Fortinet Inc

3.32 50M
Technology

Natera Inc

2.97 45M
Healthcare

Arista Networks Inc

2.94 44M
Technology

DoorDash Inc Ordinary Shares - Class A

2.76 42M
Consumer Cyclical

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