GRW – TCW Compounders ETF – ETF Stock Quote | Morningstar

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Will GRW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GRW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

An incline in its Process Pillar rating is the primary driver of TCW Compounders ETF's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

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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 Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 72.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Constellation Software Inc	17.91	32.1 Mil	Technology
Heico Corp	9.44	16.9 Mil	Industrials
Waste Connections Inc	8.04	14.4 Mil	Industrials
Microsoft Corp	7.76	13.9 Mil	Technology
Fiserv Inc	6.69	12.0 Mil	Technology
TransDigm Group Inc	5.17	9.3 Mil	Industrials
Wolters Kluwer NV	4.57	8.2 Mil	Industrials
Broadcom Inc	4.33	7.8 Mil	Technology
S&P Global Inc	4.11	7.4 Mil	Financial Services
Visa Inc Class A	3.98	7.1 Mil	Financial Services

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