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Morningstar

Ecofin Global Water ESG EBLU

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

Morningstar’s Analysis EBLU

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

  • People Pillar

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

Ecofin Global Water ESG retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EBLU

More EBLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Geberit AG

7.39 3.9 Mil
Industrials

Veolia Environnement SA

7.14 3.7 Mil
Industrials

Stantec Inc

5.12 2.7 Mil
Industrials

United Utilities Group PLC Class A

4.51 2.4 Mil
Utilities

Severn Trent PLC

4.43 2.3 Mil
Utilities

American Water Works Co Inc

4.14 2.2 Mil
Utilities

Tetra Tech Inc

4.09 2.1 Mil
Industrials

Ecolab Inc

4.07 2.1 Mil
Basic Materials

IDEX Corp

3.99 2.1 Mil
Industrials

Xylem Inc

3.98 2.1 Mil
Industrials