Morningstar

Alpha Architect US Quantitative Val ETF QVAL

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis QVAL

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

  • People Pillar

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

Weakness in Alpha Architect US Quantitative Val ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QVAL

More QVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Powell Industries Inc

2.55 9.5 Mil
Industrials

Signet Jewelers Ltd

2.36 8.7 Mil
Consumer Cyclical

Delta Air Lines Inc

2.28 8.5 Mil
Industrials

Ulta Beauty Inc

2.25 8.3 Mil
Consumer Cyclical

Williams-Sonoma Inc

2.22 8.2 Mil
Consumer Cyclical

Freeport-McMoRan Inc

2.18 8.1 Mil
Basic Materials

Tapestry Inc

2.16 8.0 Mil
Consumer Cyclical

Academy Sports and Outdoors Inc Ordinary Shares

2.13 7.9 Mil
Consumer Cyclical

Caterpillar Inc

2.11 7.8 Mil
Industrials

UFP Industries Inc

2.11 7.8 Mil
Basic Materials

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