Morningstar

ActivePassive U.S. Equity ETF APUE

Morningstar Medalist Rating
Medalist Rating as of | See Active Passive Investment Hub

Morningstar’s Analysis APUE

Will APUE outperform in the 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 APUE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ActivePassive U.S. Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings APUE

More APUE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.95 173M
Technology

NVIDIA Corp

6.85 170M
Technology

Microsoft Corp

5.48 136M
Technology

U.S. Small Cap Portfolio-ETF Class Shs

4.43 110M
—

Amazon.com Inc

3.38 84M
Consumer Cyclical

Alphabet Inc Class A

2.61 65M
Communication Services

Broadcom Inc

2.17 54M
Technology

Alphabet Inc Class C

2.07 52M
Communication Services

Meta Platforms Inc Class A

1.92 48M
Communication Services

Tesla Inc

1.52 38M
Consumer Cyclical

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