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Morningstar

Roundhill Generative AI & Technology ETF CHAT

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

Morningstar’s Analysis CHAT

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

  • People Pillar

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

Weakness in Roundhill Generative AI& Technology ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CHAT

More CHAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.76 14.6 Mil
Technology

Microsoft Corp

6.56 12.3 Mil
Technology

Alphabet Inc Class A

6.01 11.3 Mil
Communication Services

Adobe Inc

4.02 7.5 Mil
Technology

Meta Platforms Inc Class A

3.73 7.0 Mil
Communication Services

Advanced Micro Devices Inc

3.48 6.5 Mil
Technology

SK Hynix Inc

3.45 6.5 Mil
Technology

Baidu Inc

3.25 6.1 Mil
Communication Services

Amazon.com Inc

3.22 6.0 Mil
Consumer Cyclical

Broadcom Inc

3.15 5.9 Mil
Technology