Morningstar

SonicShares™ Global Shipping ETF BOAT

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

Morningstar’s Analysis BOAT

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

  • People Pillar

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

SonicShares ™ Global Shipping ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BOAT

More BOAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mitsui O.S.K. Lines Ltd

5.48 2.7 Mil
Industrials

HMM

5.46 2.7 Mil
Industrials

Kawasaki Kisen Kaisha Ltd

5.14 2.5 Mil
Industrials

SITC International Holdings Co Ltd

5.10 2.5 Mil
Industrials

A P Moller Maersk AS Class B

5.08 2.5 Mil
Industrials

Wallenius Wilhelmsen ASA Shs Oppstartsfase 1

4.95 2.4 Mil
Industrials

Matson Inc

4.85 2.4 Mil
Industrials

COSCO SHIPPING Holdings Co Ltd Class H

4.58 2.3 Mil
Industrials

Orient Overseas (International) Ltd

4.05 2.0 Mil
Industrials

Star Bulk Carriers Corp

3.87 1.9 Mil
Industrials

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