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Morningstar

AAM Transformers ETF TRFM

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

Morningstar’s Analysis TRFM

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

  • People Pillar

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

Despite People Pillar weakness and an Average Process Pillar, AAM Transformers ETF gets enough right to retain 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 TRFM

More TRFM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Adobe Inc

0.92 367,423
Technology

Intuit Inc

0.89 355,686
Technology

Broadcom Inc

0.88 353,825
Technology

Tesla Inc

0.87 348,051
Consumer Cyclical

ServiceNow Inc

0.87 346,810
Technology

Lam Research Corp

0.86 343,145
Technology

Apple Inc

0.85 340,419
Technology

Amazon.com Inc

0.84 335,949
Consumer Cyclical

Microsoft Corp

0.84 334,656
Technology

Alphabet Inc Class A

0.83 332,626
Communication Services