Morningstar

Gotham 1000 Value ETF GVLU

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

Morningstar’s Analysis GVLU

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

  • People Pillar

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

Gotham 1000 Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GVLU

More GVLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kellanova Co

0.58 942,984
Consumer Defensive

RenaissanceRe Holdings Ltd

0.58 942,887
Financial Services

Ingredion Inc

0.56 904,691
Consumer Defensive

Arch Capital Group Ltd

0.54 882,964
Financial Services

Assurant Inc

0.52 839,226
Financial Services

Pilgrims Pride Corp

0.52 837,338
Consumer Defensive

TechnipFMC PLC

0.50 815,820
Energy

Humana Inc

0.50 815,749
Healthcare

Everest Group Ltd

0.50 815,088
Financial Services

Conagra Brands Inc

0.50 815,000
Consumer Defensive

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