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Morningstar

Euclidean Fundamental Value ETF ECML

Morningstar Medalist Rating
Medalist Rating as of | See Euclidean Technologies Management Investment Hub

Morningstar’s Analysis ECML

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Euclidean Fundamental Value ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ECML

More ECML Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

2.42 4.1 Mil
Energy

Coca-Cola Consolidated Inc

2.38 4.1 Mil
Consumer Defensive

First American Government Obligs X

2.13 3.6 Mil
Cash and Equivalents

Altria Group Inc

2.00 3.4 Mil
Consumer Defensive

Allison Transmission Holdings Inc

1.98 3.4 Mil
Consumer Cyclical

Sanmina Corp

1.94 3.3 Mil
Technology

Mueller Industries Inc

1.79 3.1 Mil
Industrials

Perdoceo Education Corp

1.73 3.0 Mil
Consumer Defensive

Heidrick & Struggles International Inc

1.71 2.9 Mil
Industrials

Fox Corp Class A

1.70 2.9 Mil
Communication Services