Morningstar

Xtrackers US Green Infras Sel Eq ETF UPGR

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

Morningstar’s Analysis UPGR

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

  • People Pillar

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

A sound investment process and strong management team underpin Xtrackers US Green Infras Sel Eq ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UPGR

More UPGR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EVgo Inc Class A

4.19 177,699
Consumer Cyclical

PureCycle Technologies Inc Ordinary Shares

3.70 156,801
Industrials

Eos Energy Enterprises Inc Ordinary Shares Class A

3.27 138,893
Industrials

Sunnova Energy International Inc

2.73 115,680
Technology

Carrier Global Corp Ordinary Shares

2.67 113,271
Industrials

Fluence Energy Inc

2.65 112,574
Utilities

Sunrun Inc

2.57 108,854
Technology

Parker Hannifin Corp

2.54 107,725
Industrials

Veralto Corp

2.46 104,520
Industrials

Enviri Corp

2.44 103,358
Industrials

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