Morningstar

Eagle Capital Select Equity ETF EAGL

Morningstar Medalist Rating
Medalist Rating as of | See Eagle Capital Management Investment Hub

Morningstar’s Analysis EAGL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eagle Capital Select Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EAGL

More EAGL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

8.93 436M
Consumer Cyclical

London Stock Exchange Group PLC ADR

6.61 322M
Financial Services

MercadoLibre Inc

6.31 308M
Consumer Cyclical

UnitedHealth Group Inc

6.12 299M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.12 298M
Technology

S&P Global Inc

6.00 293M
Financial Services

Danaher Corp

4.72 230M
Healthcare

ConocoPhillips

4.21 205M
Energy

Mastercard Inc Class A

4.12 201M
Financial Services

EQT Corp

4.04 197M
Energy

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