Morningstar

Virtus Terranova US Quality Momentum ETF JOET

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

Morningstar’s Analysis JOET

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

  • People Pillar

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

Virtus Terranova US Quality Momentum ETF 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JOET

More JOET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AppLovin Corp Ordinary Shares - Class A

1.26 1.5 Mil
Technology

Constellation Energy Corp

1.13 1.3 Mil
Utilities

Palantir Technologies Inc Ordinary Shares - Class A

1.03 1.2 Mil
Technology

Axon Enterprise Inc

0.97 1.2 Mil
Industrials

Meta Platforms Inc Class A

0.91 1.1 Mil
Communication Services

Howmet Aerospace Inc

0.91 1.1 Mil
Industrials

Arista Networks Inc

0.91 1.1 Mil
Technology

Iron Mountain Inc

0.90 1.1 Mil
Real Estate

Oracle Corp

0.90 1.1 Mil
Technology

Aflac Inc

0.90 1.1 Mil
Financial Services

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