Morningstar

Texas Capital Texas Equity Index ETF TXS

Morningstar Medalist Rating
Medalist Rating as of | See Texas Capital Investment Hub

Morningstar’s Analysis TXS

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

  • People Pillar

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

Texas Capital Texas Equity Index ETF’s management team is rated Average, but a solid investment process still helps this strategy retain 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

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Portfolio Holdings TXS

More TXS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tenet Healthcare Corp

4.71 1.2 Mil
Healthcare

Tesla Inc

4.59 1.2 Mil
Consumer Cyclical

Digital Realty Trust Inc

3.84 994,787
Real Estate

CrowdStrike Holdings Inc Class A

3.59 931,518
Technology

Exxon Mobil Corp

3.58 929,628
Energy

Crown Castle Inc

3.51 909,799
Real Estate

Charles Schwab Corp

3.43 889,814
Financial Services

Waste Management Inc

3.43 889,195
Industrials

McKesson Corp

3.31 857,809
Healthcare

CBRE Group Inc Class A

2.64 685,445
Real Estate

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