Morningstar

Eventide Large Cap Value ETF ESLV

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

Morningstar’s Analysis ESLV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eventide Large Cap Value 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 ESLV

More ESLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

6.29 1M
Energy

ConocoPhillips

3.23 557,508
Energy

Amgen Inc

2.85 492,410
Healthcare

Medtronic PLC

2.75 475,333
Healthcare

Duke Energy Corp

2.74 472,174
Utilities

Southern Co

2.70 465,379
Utilities

The Home Depot Inc

2.68 461,835
Consumer Cyclical

Union Pacific Corp

2.63 453,070
Industrials

Progressive Corp

2.46 424,438
Financial Services

Automatic Data Processing Inc

2.22 383,242
Technology

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