Morningstar

Carbon Collective Climate Sol US Eq ETF CCSO

Morningstar Medalist Rating
Medalist Rating as of | See Carbon Collective Investment Hub

Morningstar’s Analysis CCSO

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

  • People Pillar

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

Carbon Collective Climate Sol US Eq ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CCSO

More CCSO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Services Inc

5.40 1.7 Mil
Industrials

Tesla Inc

5.27 1.7 Mil
Consumer Cyclical

Carrier Global Corp Ordinary Shares

5.21 1.6 Mil
Industrials

Southern Copper Corp

5.07 1.6 Mil
Basic Materials

Johnson Controls International PLC Registered Shares

5.00 1.6 Mil
Industrials

Waste Management Inc

4.53 1.4 Mil
Industrials

Nucor Corp

4.51 1.4 Mil
Basic Materials

Waste Connections Inc

4.45 1.4 Mil
Industrials

First Solar Inc

3.45 1.1 Mil
Technology

Li Auto Inc ADR

3.12 985,169
Consumer Cyclical

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