Morningstar

Roundhill S&P Global Luxury ETF LUXX

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

Morningstar’s Analysis LUXX

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

  • People Pillar

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

Despite People Pillar weakness and an Average Process Pillar, Roundhill S&P Global Luxury ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 LUXX

More LUXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hermes International SA

8.11 97,617
Consumer Cyclical

Ferrari NV

7.97 95,933
Consumer Cyclical

Compagnie Financiere Richemont SA Class A

7.66 92,241
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

7.39 88,994
Consumer Cyclical

Mercedes-Benz Group AG

5.04 60,619
Consumer Cyclical

Royal Caribbean Group

4.23 50,917
Consumer Cyclical

Diageo PLC

4.18 50,334
Consumer Defensive

Tesla Inc

4.14 49,862
Consumer Cyclical

Marriott International Inc Class A

3.96 47,627
Consumer Cyclical

L'Oreal SA

3.86 46,524
Consumer Defensive

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