Morningstar

Roundhill S&P Global Luxury ETF LUXX

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

Morningstar’s Analysis LUXX

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

  • People Pillar

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

Roundhill S&P Global Luxury ETF retains 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LUXX

More LUXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hermes International SA

8.19 102,260
Consumer Cyclical

Compagnie Financiere Richemont SA Class A

7.99 99,812
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

7.60 94,877
Consumer Cyclical

Ferrari NV

7.45 93,067
Consumer Cyclical

Mercedes-Benz Group AG

4.95 61,843
Consumer Cyclical

Diageo PLC

4.19 52,373
Consumer Defensive

Tesla Inc

4.01 50,056
Consumer Cyclical

Royal Caribbean Group

3.98 49,717
Consumer Cyclical

Marriott International Inc Class A

3.82 47,740
Consumer Cyclical

L'Oreal SA

3.79 47,279
Consumer Defensive

Sponsor Center