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Unusual Whales Subversive Rep Trd ETF KRUZ

Morningstar Medalist Rating
Medalist Rating as of | See Subversive Capital Investment Hub

Morningstar’s Analysis KRUZ

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

  • People Pillar

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

Weakness in Unusual Whales Subversive Rep Trd ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KRUZ

More KRUZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.18 784,331
Financial Services

NVIDIA Corp

2.71 668,554
Technology

Comfort Systems USA Inc

2.59 638,495
Industrials

United Therapeutics Corp

1.84 453,210
Healthcare

Arista Networks Inc

1.84 453,005
Technology

Intel Corp

1.61 398,374
Technology

Elevance Health Inc

1.56 385,754
Healthcare

National Fuel Gas Co

1.48 365,406
Energy

Texas Instruments Inc

1.38 339,276
Technology

Shell PLC ADR (Representing - Ordinary Shares)

1.36 335,982
Energy