LUXU – Amundi IS S&P Global Luxury ETF-C USD – ETF Stock Quote | Morningstar

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Will LUXU outperform in future?

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Process Pillar

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

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

A sound investment process and strong management team underpin Amundi IS S&P Global Luxury ETF-C USD's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
TRS S&P Global Luxury NR USD	100.00	462.1 Mil	—

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