Morningstar

Adasina Social Justice All Cap Global ETF JSTC

Morningstar Medalist Rating
Medalist Rating as of | See Adasina Social Capital Investment Hub

Morningstar’s Analysis JSTC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Adasina Social Justice All Cp Glbl 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 JSTC

More JSTC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

1.56 5M
Financial Services

AbbVie Inc

1.34 4M
Healthcare

Mastercard Inc Class A

1.25 4M
Financial Services

Eli Lilly and Co

1.15 3M
Healthcare

Lam Research Corp

1.10 3M
Technology

Hydro One Ltd

0.94 3M
Utilities

CME Group Inc Class A

0.92 3M
Financial Services

ABB Ltd

0.88 3M
Industrials

Sherwin-Williams Co

0.88 3M
Basic Materials

Cummins Inc

0.86 3M
Industrials

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