Morningstar

MarketDesk Focused U.S. Momentum ETF FMTM

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

Morningstar’s Analysis FMTM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MarketDesk Focused U.S. Momentum 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 FMTM

More FMTM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paycom Software Inc

3.92 11M
Technology

Charles River Laboratories International Inc

3.91 11M
Healthcare

Marathon Petroleum Corp

3.90 11M
Energy

HF Sinclair Corp

3.79 11M
Energy

Halozyme Therapeutics Inc

3.67 10M
Healthcare

RingCentral Inc Class A

3.66 10M
Technology

Dynatrace Inc Ordinary Shares

3.61 10M
Technology

NetApp Inc

3.54 10M
Technology

Okta Inc Class A

3.53 10M
Technology

SharkNinja Inc

3.53 10M
Consumer Cyclical

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