Morningstar

Innovator Deepwater Frontier Tech ETF LOUP

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

Morningstar’s Analysis LOUP

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

  • People Pillar

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

Neither people nor process stand out at Innovator Deepwater Frontier Tech ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 LOUP

More LOUP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reddit Inc Class A Shares

5.40 3.1 Mil
Communication Services

Robinhood Markets Inc Class A

5.19 2.9 Mil
Financial Services

SK Hynix Inc

5.04 2.9 Mil
Technology

Nu Holdings Ltd Ordinary Shares Class A

4.35 2.5 Mil
Financial Services

Roblox Corp Ordinary Shares - Class A

4.28 2.4 Mil
Communication Services

Vertiv Holdings Co Class A

3.72 2.1 Mil
Industrials

Cameco Corp

3.62 2.1 Mil
Energy

Ciena Corp

3.38 1.9 Mil
Technology

Arista Networks Inc

3.26 1.9 Mil
Technology

Shift4 Payments Inc Class A

3.21 1.8 Mil
Technology

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