Morningstar

Intelligent Investor AUS Eq Inc ETF INIF

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

Morningstar’s Analysis INIF

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Intelligent Investor AUS Eq Inc ETF to a Morningstar Medalist Rating of Neutral.

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 Published on

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Portfolio Holdings INIF

More INIF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RPMGlobal Holdings Ltd

9.09 7.0 Mil
Technology

BHP Group Ltd

7.33 5.7 Mil
Basic Materials

CSL Ltd

7.22 5.6 Mil
Healthcare

New Hope Corp Ltd

6.01 4.7 Mil
Energy

Mineral Resources Ltd

5.91 4.6 Mil
Basic Materials

Wesfarmers Ltd

5.72 4.4 Mil
Consumer Cyclical

ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh

5.05 3.9 Mil
Healthcare

Pinnacle Investment Management Group Ltd

4.84 3.7 Mil
Financial Services

MA Financial Group Ltd

4.35 3.4 Mil
Financial Services

Lovisa Holdings Ltd

4.32 3.3 Mil
Consumer Cyclical

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