Morningstar

Ballast Small/Mid Cap ETF MGMT

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

Morningstar’s Analysis MGMT

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ballast Small/Mid 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 MGMT

More MGMT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natural Resources Partners LP

5.06 8M
Energy

Climb Global Solutions Inc

4.46 7M
Technology

Federal Agricultural Mortgage Corp Class C

3.03 5M
Financial Services

AZZ Inc

3.03 5M
Industrials

Genpact Ltd

2.73 5M
Technology

Cavco Industries Inc

2.69 4M
Consumer Cyclical

Kosmos Energy Ltd

2.68 4M
Energy

Merchants Bancorp

2.65 4M
Financial Services

Capital Bancorp Inc

2.52 4M
Financial Services

PaySign Inc

2.51 4M
Technology

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