Morningstar

Roundhill Generative AI & Technology ETF CHAT

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

Morningstar’s Analysis CHAT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Roundhill Generative AI & Technology 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 CHAT

More CHAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.52 124M
Technology

Microsoft Corp

5.23 86M
Technology

Alphabet Inc Class A

5.11 84M
Communication Services

Micron Technology Inc

3.92 65M
Technology

Amazon.com Inc

3.82 63M
Consumer Cyclical

Advanced Micro Devices Inc

3.74 62M
Technology

CrowdStrike Holdings Inc Class A

3.59 59M
Technology

Meta Platforms Inc Class A

3.50 58M
Communication Services

SK hynix Inc

3.44 57M
Technology

Cloudflare Inc

3.42 56M
Technology

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