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TCW Transform Systems ETF NETZ

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

Morningstar’s Analysis NETZ

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit TCW Transform Systems ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings NETZ

More NETZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Republic Services Inc

8.31 11.7 Mil
Industrials

GE Aerospace

8.00 11.3 Mil
Industrials

Microsoft Corp

7.61 10.7 Mil
Technology

Safran SA

6.94 9.8 Mil
Industrials

Airbus SE

6.72 9.5 Mil
Industrials

Diamondback Energy Inc

6.05 8.5 Mil
Energy

Vertiv Holdings Co Class A

5.65 8.0 Mil
Industrials

Exxon Mobil Corp

5.64 7.9 Mil
Energy

Vistra Corp

5.54 7.8 Mil
Utilities

Waste Management Inc

4.52 6.4 Mil
Industrials