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Morningstar

Astoria US Equal Weight Quality KingsETF ROE

Morningstar Medalist Rating
Medalist Rating as of | See Astoria Capital Partners Investment Hub

Morningstar’s Analysis ROE

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

  • People Pillar

    The People Pillar is our evaluation of the ROE 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 ROE’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 Astoria US Equal Weight Quality KingsETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 ROE

More ROE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

1.09 954,296
Technology

Intuit Inc

1.06 930,256
Technology

Alphabet Inc Class A

1.06 925,196
Communication Services

Charter Communications Inc Class A

1.04 911,153
Communication Services

AT&T Inc

1.04 910,856
Communication Services

Salesforce Inc

1.04 910,766
Technology

Adobe Inc

1.04 910,355
Technology

Eli Lilly and Co

1.03 902,677
Healthcare

Meta Platforms Inc Class A

1.03 901,956
Communication Services

Simon Property Group Inc

1.03 901,257
Real Estate