Morningstar

Bushido Capital US Equity ETF SMRI

Morningstar Medalist Rating
Medalist Rating as of | See Bushido Capital Investment Hub

Morningstar’s Analysis SMRI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bushido Capital US Equity ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 SMRI

More SMRI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Accenture PLC Class A

2.73 20M
Technology

Cognizant Technology Solutions Corp Class A

2.43 17M
Technology

Intuit Inc

2.38 17M
Technology

United Therapeutics Corp

2.28 16M
Healthcare

Autodesk Inc

2.28 16M
Technology

Marathon Petroleum Corp

2.22 16M
Energy

McKesson Corp

2.21 16M
Healthcare

The Cigna Group

2.20 16M
Healthcare

Centene Corp

2.20 16M
Healthcare

Zoetis Inc Class A

2.20 16M
Healthcare

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