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ClearShares OCIO ETF OCIO

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

Morningstar’s Analysis OCIO

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

  • People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of ClearShares OCIO ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OCIO

More OCIO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

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—

Technology Select Sector SPDR® ETF

5.30 7.1 Mil
—

Invesco S&P 500® Momentum ETF

4.80 6.4 Mil
—

SPDR® Port S&P 1500 Comps Stk Mkt ETF

4.66 6.3 Mil
—

iShares 3-7 Year Treasury Bond ETF

4.64 6.2 Mil
—

ClearShares Ultra-Short Maturity ETF

4.34 5.8 Mil
—

Vanguard Total Stock Market ETF

4.31 5.8 Mil
—

iShares Core S&P 500 ETF

4.11 5.5 Mil
—

Vanguard Value ETF

4.01 5.4 Mil
—