Morningstar

Tema Luxury ETF LUX

Morningstar Medalist Rating
Medalist Rating as of | See Tema Global Investment Hub

Morningstar’s Analysis LUX

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

  • People Pillar

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

An incline in its Process Pillar rating is the primary driver of Tema Luxury ETF's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

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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 LUX

More LUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

18.97 503,595
Cash and Equivalents

Ferrari NV

8.43 223,694
Consumer Cyclical

Hermes International SA

7.94 210,718
Consumer Cyclical

Compagnie Financiere Richemont SA Class A

7.54 200,034
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

6.41 169,993
Consumer Cyclical

Mercedes-Benz Group AG

5.25 139,213
Consumer Cyclical

Marriott International Inc Class A

4.01 106,335
Consumer Cyclical

Hilton Worldwide Holdings Inc

3.86 102,445
Consumer Cyclical

L'Oreal SA

3.82 101,384
Consumer Defensive

DEPOSITS WITH BROKER FOR SHORT POSITIONS

3.33 88,385
Cash and Equivalents

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