Morningstar

Renaissance International IPO ETF IPOS

Morningstar Medalist Rating
Medalist Rating as of | See Renaissance Capital Investment Hub

Morningstar’s Analysis IPOS

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

  • People Pillar

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

Weakness in Renaissance International IPO ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPOS

More IPOS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PT Barito Renewables Energy Tbk

11.50 542,404
Utilities

PT Amman Mineral Internasional Tbk

8.94 421,452
Basic Materials

Wise PLC Class A

7.26 342,220
Technology

Dr. Ing. h.c. F. Porsche AG Bearer Shares

7.17 338,206
Consumer Cyclical

J&T Global Express Ltd Ordinary Shares - Class B

5.57 262,582
Industrials

Galderma Group AG Registered Shares

4.43 208,836
Healthcare

Socionext Inc

4.17 196,824
Industrials

Kokusai Electric Corp

3.92 184,784
Technology

PT Goto Gojek Tokopedia Tbk

3.77 178,015
Technology

SenseTime Group Inc Class B

3.36 158,416
Technology

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