Morningstar

Roundhill S&P Global Luxury ETF LUXX

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

Morningstar’s Analysis LUXX

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

  • People Pillar

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

Roundhill S&P Global Luxury ETF retains its Morningstar Medalist Rating of Bronze.

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 LUXX

More LUXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hermes International SA

8.30 105,866
Consumer Cyclical

Compagnie Financiere Richemont SA Class A

8.03 102,307
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

7.78 99,123
Consumer Cyclical

Ferrari NV

7.46 95,086
Consumer Cyclical

Mercedes-Benz Group AG

4.93 62,897
Consumer Cyclical

Diageo PLC

4.13 52,617
Consumer Defensive

Royal Caribbean Group

3.99 50,902
Consumer Cyclical

Tesla Inc

3.98 50,756
Consumer Cyclical

L'Oreal SA

3.84 48,909
Consumer Defensive

Marriott International Inc Class A

3.78 48,228
Consumer Cyclical

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