Morningstar

EA Bridgeway Aggressive Investors ETF BAGX

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

Morningstar’s Analysis BAGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

EA Bridgeway Aggressive Investors ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BAGX

More BAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.24 10M
Technology

Apple Inc

4.96 10M
Technology

Microsoft Corp

3.87 8M
Technology

Alphabet Inc Class A

3.82 8M
Communication Services

Illumina Inc

2.18 4M
Healthcare

Micron Technology Inc

1.98 4M
Technology

Advanced Micro Devices Inc

1.75 3M
Technology

Valero Energy Corp

1.75 3M
Energy

Amazon.com Inc

1.62 3M
Consumer Cyclical

Synchrony Financial

1.57 3M
Financial Services

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