Morningstar

Parametric Hedged Equity ETF PHEQ

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis PHEQ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Parametric Hedged Equity 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 PHEQ

More PHEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.00 12M
Technology

Apple Inc

7.79 12M
Technology

Microsoft Corp

6.11 9M
Technology

Amazon.com Inc

3.94 6M
Consumer Cyclical

Alphabet Inc Class A

2.97 5M
Communication Services

Broadcom Inc

2.57 4M
Technology

Alphabet Inc Class C

2.50 4M
Communication Services

Meta Platforms Inc Class A

2.04 3M
Communication Services

Tesla Inc

2.00 3M
Consumer Cyclical

Eli Lilly and Co

1.91 3M
Healthcare

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