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Morningstar

Newday Ocean Health ETF AHOY

Morningstar Medalist Rating
Medalist Rating as of | See Newday Impact Investment Hub

Morningstar’s Analysis AHOY

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Newday Ocean Health ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AHOY

More AHOY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DSM Firmenich AG

5.23 153,702
Consumer Defensive

Walmart Inc

5.15 151,320
Consumer Defensive

Tetra Tech Inc

5.02 147,288
Industrials

Ecolab Inc

4.94 144,925
Basic Materials

Xylem Inc

4.86 142,587
Industrials

Costco Wholesale Corp

4.83 141,794
Consumer Defensive

McKesson Corp

4.48 131,587
Healthcare

Stantec Inc

4.27 125,394
Industrials

Jacobs Solutions Inc

4.22 123,855
Industrials

Badger Meter Inc

4.20 123,321
Technology