Morningstar

AXS Esoterica NextG Economy ETF WUGI

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

Morningstar’s Analysis WUGI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AXS Esoterica NextG Economy 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 WUGI

More WUGI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

8.73 3M
Technology

Micron Technology Inc

6.77 2M
Technology

ASML Holding NV ADR

6.33 2M
Technology

Advanced Micro Devices Inc

6.13 2M
Technology

NVIDIA Corp

6.10 2M
Technology

Amazon.com Inc

5.57 2M
Consumer Cyclical

Marvell Technology Inc

5.54 2M
Technology

Applied Materials Inc

5.18 2M
Technology

Alphabet Inc Class C

4.48 1M
Communication Services

Natera Inc

4.29 1M
Healthcare

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