Morningstar

Macquarie Energy Transition ETF PWER

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

Morningstar’s Analysis PWER

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Macquarie Energy Transition ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PWER

More PWER Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CF Industries Holdings Inc

5.83 428,771
Basic Materials

First Solar Inc

5.77 424,392
Technology

Hudbay Minerals Inc

5.76 423,190
Basic Materials

Anglo American PLC

4.79 352,393
Basic Materials

Ero Copper Corp

4.70 345,526
Basic Materials

Alcoa Corp

4.67 343,148
Basic Materials

Sunrun Inc

4.03 295,845
Technology

Shell PLC ADR (Representing - Ordinary Shares)

3.93 288,833
Energy

Baker Hughes Co Class A

3.90 286,732
Energy

MP Materials Corp Ordinary Shares - Class A

3.82 280,535
Basic Materials

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