Morningstar

Optica Rare Earths & Critical Matrls ETF CRIT

Morningstar Medalist Rating
Medalist Rating as of | See Exchange Traded Concepts Investment Hub

Morningstar’s Analysis CRIT

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

  • People Pillar

    The People Pillar is our evaluation of the CRIT 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 CRIT’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 Optica Rare Earths& Critical Matrls ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRIT

More CRIT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freeport-McMoRan Inc

10.53 409,985
Basic Materials

BHP Group Ltd ADR

9.97 387,997
Basic Materials

Grupo Mexico SAB de CV Class B

8.07 313,976
Basic Materials

Teck Resources Ltd Class B (Sub Voting)

6.27 244,038
Basic Materials

Cameco Corp

4.93 191,902
Energy

Albemarle Corp

2.83 110,112
Basic Materials

South32 Ltd

2.82 109,818
Basic Materials

Southern Copper Corp

2.81 109,230
Basic Materials

Alcoa Corp

2.80 109,002
Basic Materials

First Quantum Minerals Ltd

2.60 101,313
Basic Materials

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