Morningstar

ALPS Equal Sector Weight ETF EQL

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

Morningstar’s Analysis EQL

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

  • People Pillar

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

Weakness in ALPS Equal Sector Weight ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EQL

More EQL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Energy Select Sector SPDR® ETF

9.48 37.2 Mil
—

The Comm Svcs Sel Sect SPDR® ETF

9.23 36.2 Mil
—

The Industrial Select Sector SPDR® ETF

9.19 36.0 Mil
—

The Utilities Select Sector SPDR® ETF

9.17 35.9 Mil
—

The Technology Select Sector SPDR® ETF

9.14 35.8 Mil
—

The Materials Select Sector SPDR® ETF

9.14 35.8 Mil
—

The Consumer Discret Sel SectSPDR® ETF

9.10 35.7 Mil
—

The Financial Select Sector SPDR® ETF

9.03 35.4 Mil
—

The Consumer Staples Sel SectSPDR® ETF

8.86 34.7 Mil
—

The Health Care Select Sector SPDR® ETF

8.82 34.6 Mil
—

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