SOLR – SmartETFs Sustainable Energy II ETF – ETF Stock Quote | Morningstar

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Will SOLR outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SOLR’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin SmartETFs Sustainable Energy II ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

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 Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 42.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Iberdrola SA	5.11	268,333	Utilities
Trane Technologies PLC Class A	5.05	265,289	Industrials
NextEra Energy Inc	4.83	253,727	Utilities
Us Dollars	4.70	246,975	Cash and Equivalents
Hubbell Inc	4.54	238,657	Industrials
Schneider Electric SE	4.39	230,777	Industrials
Legrand SA	4.22	221,886	Industrials
Eaton Corp PLC	4.16	218,441	Industrials
Siemens AG	3.76	197,580	Industrials
First Solar Inc	3.37	177,237	Technology

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