Morningstar

SMI 3Fourteen Full-Cycle Trend ETF FCTE

Morningstar Medalist Rating
Medalist Rating as of | See 3fourteensmi Investment Hub

Morningstar’s Analysis FCTE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SMI 3Fourteen Full-Cycle Trend 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 FCTE

More FCTE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FactSet Research Systems Inc

6.03 15M
Financial Services

Paychex Inc

5.90 14M
Technology

Lockheed Martin Corp

5.85 14M
Industrials

eBay Inc

5.65 14M
Consumer Cyclical

Monster Beverage Corp

5.46 13M
Consumer Defensive

Aon PLC Class A

5.38 13M
Financial Services

W.W. Grainger Inc

5.34 13M
Industrials

Cboe Global Markets Inc

5.31 13M
Financial Services

General Dynamics Corp

5.21 13M
Industrials

Old Dominion Freight Line Inc Ordinary Shares

5.18 13M
Industrials

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