BBLU – EA Bridgeway Blue Chip ETF – ETF Stock Quote | Morningstar

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Will BBLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBLU’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A decline in People Pillar rating is the primary driver of EA Bridgeway Blue Chip ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 25, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 36.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Meta Platforms Inc Class A	4.22	8.7 Mil	Communication Services
Eli Lilly and Co	3.89	8.0 Mil	Healthcare
JPMorgan Chase & Co	3.86	8.0 Mil	Financial Services
Broadcom Inc	3.85	8.0 Mil	Technology
NVIDIA Corp	3.78	7.8 Mil	Technology
Microsoft Corp	3.62	7.5 Mil	Technology
Apple Inc	3.57	7.4 Mil	Technology
Visa Inc Class A	3.30	6.8 Mil	Financial Services
Tesla Inc	3.10	6.4 Mil	Consumer Cyclical
RTX Corp	2.80	5.8 Mil	Industrials

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