Morningstar

Eventide Small Cap ETF ESSC

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

Morningstar’s Analysis ESSC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eventide Small Cap 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 ESSC

More ESSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Element Solutions Inc

0.90 288,495
Basic Materials

F N B Corp

0.85 271,446
Financial Services

Associated Banc-Corp

0.84 267,993
Financial Services

Southwest Gas Holdings Inc

0.80 255,949
Utilities

Highwoods Properties Inc

0.80 255,826
Real Estate

Range Resources Corp

0.77 246,354
Energy

Archrock Inc

0.76 243,152
Energy

Northwest Bancshares Inc

0.75 239,336
Financial Services

Simmons First National Corp Class A

0.74 236,177
Financial Services

Black Hills Corp

0.73 232,354
Utilities

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