Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Unusual Whales Subversive Rep Trd ETF KRUZ
Morningstar’s Analysis KRUZ
Will KRUZ outperform in 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 20.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 5.03 | 943,713 | Financial Services |
Comfort Systems USA Inc | 2.43 | 455,386 | Industrials |
NVIDIA Corp | 2.17 | 406,687 | Technology |
Intel Corp | 1.59 | 297,879 | Technology |
Arista Networks Inc | 1.59 | 297,684 | Technology |
National Fuel Gas Co | 1.52 | 285,893 | Energy |
Elevance Health Inc | 1.50 | 281,191 | Healthcare |
United Therapeutics Corp | 1.49 | 279,842 | Healthcare |
Chevron Corp | 1.45 | 271,598 | Energy |
Dow Inc | 1.40 | 262,213 | Basic Materials |