Morningstar

ETC 6 Meridian Quality Growth ETF SXQG

Morningstar Medalist Rating
Medalist Rating as of | See Exchange Traded Concepts Investment Hub

Morningstar’s Analysis SXQG

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

  • People Pillar

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

Weakness in ETC 6 Meridian Quality Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SXQG

More SXQG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.30 2.4 Mil
Technology

Meta Platforms Inc Class A

5.20 2.4 Mil
Communication Services

Alphabet Inc Class A

5.06 2.3 Mil
Communication Services

Microsoft Corp

4.81 2.2 Mil
Technology

Apple Inc

4.78 2.2 Mil
Technology

Mastercard Inc Class A

4.19 1.9 Mil
Financial Services

Procter & Gamble Co

4.05 1.9 Mil
Consumer Defensive

Visa Inc Class A

3.96 1.8 Mil
Financial Services

Progressive Corp

3.79 1.7 Mil
Financial Services

Intuitive Surgical Inc

3.76 1.7 Mil
Healthcare

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