Morningstar

US Global Sea to Sky Cargo ETF SEA

Morningstar Medalist Rating
Medalist Rating as of | See U.S. Global Investors Investment Hub

Morningstar’s Analysis SEA

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit US Global Sea to Sky Cargo ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings SEA

More SEA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hoegh Autoliners ASA

5.66 392,618
Industrials

Cargotec Oyj Class B

5.12 355,123
Industrials

TORM PLC Class A

4.96 344,466
Energy

Hafnia Ltd Ordinary Shares

4.90 340,395
Industrials

Scorpio Tankers Inc

4.90 340,024
Energy

BW LPG Ltd

4.83 335,034
Industrials

SITC International Holdings Co Ltd

4.16 288,950
Industrials

Nippon Yusen Kabushiki Kaisha

4.05 280,796
Industrials

Danaos Corp

4.04 280,180
Industrials

Mitsui O.S.K. Lines Ltd

3.96 275,138
Industrials

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