Morningstar

Miller Value Ptnrs Appreciation ETF MVPA

Morningstar Medalist Rating
Medalist Rating as of | See Miller Value Investment Hub

Morningstar’s Analysis MVPA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Miller Value Ptnrs Appreciation ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored 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 MVPA

More MVPA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Crescent Energy Co Class A

7.62 5M
Energy

Bloomin Brands Inc

5.47 4M
Consumer Cyclical

Crocs Inc

5.06 4M
Consumer Cyclical

H&R Block Inc

4.90 3M
Consumer Cyclical

Strategy Inc Class A

4.66 3M
Technology

Lincoln National Corp

4.63 3M
Financial Services

United Parcel Service Inc Class B

4.47 3M
Industrials

Concentrix Corp Ordinary Shares

4.43 3M
Technology

Meta Platforms Inc Class A

4.40 3M
Communication Services

Figure Technology Solutions Inc Ordinary Shares-Class A

4.34 3M
Financial Services

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