Morningstar

Hypatia Women CEO ETF WCEO

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

Morningstar’s Analysis WCEO

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

  • People Pillar

    The People Pillar is our evaluation of the WCEO 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 WCEO’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 Hypatia Women CEO 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-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings WCEO

More WCEO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

2.05 76,089
Technology

Advanced Micro Devices Inc

1.96 72,585
Technology

Clearfield Inc

1.89 69,858
Technology

WEX Inc

1.12 41,540
Technology

Progressive Corp

1.08 40,090
Financial Services

Nasdaq Inc

1.06 39,076
Financial Services

Horace Mann Educators Corp

1.05 38,744
Financial Services

Jackson Financial Inc

1.05 38,729
Financial Services

Employers Holdings Inc

1.01 37,580
Financial Services

Eagle Bancorp Inc

1.00 37,121
Financial Services

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