Morningstar

Defiance Quantum ETF QTUM

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

Morningstar’s Analysis QTUM

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of Defiance Quantum ETF's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QTUM

More QTUM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

1.93 5.5 Mil
Technology

Coherent Corp

1.90 5.4 Mil
Technology

Fujitsu Ltd

1.88 5.3 Mil
Technology

Lockheed Martin Corp

1.85 5.3 Mil
Industrials

Asustek Computer Inc

1.83 5.2 Mil
Technology

Northrop Grumman Corp

1.82 5.2 Mil
Industrials

Alibaba Group Holding Ltd ADR

1.80 5.1 Mil
Consumer Cyclical

Hitachi Ltd

1.77 5.0 Mil
Industrials

NTT Data Group Corp

1.75 5.0 Mil
Technology

NEC Corp

1.74 4.9 Mil
Technology

Sponsor Center