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Morningstar

SRH U.S. Quality ETF SRHQ

Morningstar Medalist Rating
Medalist Rating as of | See SRH Funds Investment Hub

Morningstar’s Analysis SRHQ

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

  • People Pillar

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

SRH U.S. Quality ETF retains its Morningstar Medalist Rating of Silver.

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 SRHQ

More SRHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Therapeutics Corp

2.36 3.1 Mil
Healthcare

Coca-Cola Consolidated Inc

2.16 2.9 Mil
Consumer Defensive

Broadcom Inc

2.05 2.7 Mil
Technology

GoDaddy Inc Class A

2.02 2.7 Mil
Technology

Extreme Networks Inc

1.98 2.6 Mil
Technology

CACI International Inc Class A

1.96 2.6 Mil
Technology

Leidos Holdings Inc

1.92 2.6 Mil
Technology

EnerSys

1.88 2.5 Mil
Industrials

Fox Corp Class A

1.86 2.5 Mil
Communication Services

Insight Enterprises Inc

1.81 2.4 Mil
Technology