Morningstar

ALPS Equal Sector Weight ETF EQL

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

Morningstar’s Analysis EQL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Equal Sector Weight ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EQL

More EQL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.75 37M
Communication Services

Amazon.com Inc

3.66 29M
Consumer Cyclical

ExxonMobil Holdings Corp

2.85 22M
Energy

Meta Platforms Inc Class A

1.90 15M
Communication Services

Linde PLC

1.88 15M
Basic Materials

NVIDIA Corp

1.80 14M
Technology

Apple Inc

1.80 14M
Technology

Chevron Corp

1.72 13M
Energy

Walmart Inc

1.67 13M
Consumer Defensive

Tesla Inc

1.65 13M
Consumer Cyclical

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