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.
SonicShares™ Global Shipping ETF BOAT
Morningstar’s Analysis BOAT
Will BOAT 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 46.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
A. P. Moller Maersk A/S Class B | 5.40 | 3.3 Mil | Industrials |
Kawasaki Kisen Kaisha Ltd | 5.36 | 3.2 Mil | Industrials |
Mitsui O.S.K. Lines Ltd | 4.84 | 2.9 Mil | Industrials |
HMM | 4.80 | 2.9 Mil | Industrials |
SITC International Holdings Co Ltd | 4.80 | 2.9 Mil | Industrials |
COSCO SHIPPING Holdings Co Ltd Class H | 4.60 | 2.8 Mil | Industrials |
Orient Overseas (International) Ltd | 4.53 | 2.7 Mil | Industrials |
Wallenius Wilhelmsen ASA Shs Oppstartsfase 1 | 4.28 | 2.6 Mil | Industrials |
Matson Inc | 4.26 | 2.6 Mil | Industrials |
Scorpio Tankers Inc | 4.05 | 2.4 Mil | Energy |