Morningstar

Exchange Traded Concepts

Exchange Traded Concepts Parent Rating

Below Average
Morningstar Manager Research

Exchange Traded Concepts fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Exchange Traded Concepts fails to live up to one of the hallmarks of stewardship, manager investment, to help align portfolio manager and shareholder interests. None of the firm’s assets are covered by an invested manager. Exchange Traded Concepts's longest-tenured managers do not possess the same experience as management teams at other firms, a detractor from its rating. Specifically, average asset-weighted tenure within the firm is only four years. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars.

Exchange Traded Concepts Investments

Exchange-Traded Funds

View All Exchange Traded Concepts ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

1.36 Bil

Investment Flows (TTM)

95.28 Mil

Asset Growth Rate (TTM)

9.16%

# of Share Classes

19
Morningstar Rating # of Share Classes
1
2
4
2
1
Not Rated 9
Name
Morningstar Rating Overall
5-Year Category Rank
ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF—
QRAFT AI-Enhanced US Large Cap ETF37
ETC 6 Meridian Mega Cap Equity ETF—
QRAFT AI-Enhanced US Large Cap Mmntm ETF40
ETC 6 Meridian Small Cap Equity ETF—
View All 5-Star Standouts

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Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

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  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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