Morningstar

ALPS Active Equity Opportunity ETF RFFC

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

Morningstar’s Analysis RFFC

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

  • People Pillar

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

Weakness in ALPS Active Equity Opportunity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RFFC

More RFFC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.06 1.4 Mil
Technology

NVIDIA Corp

4.35 1.0 Mil
Technology

Microsoft Corp

3.59 826,711
Technology

Amazon.com Inc

3.42 788,191
Consumer Cyclical

State Street Instl Trs Pls MMkt Premier

3.26 750,646
Corporate

Alphabet Inc Class A

2.92 673,419
Communication Services

JPMorgan Chase & Co

2.78 641,053
Financial Services

UnitedHealth Group Inc

2.56 588,835
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.48 572,466
Technology

Meta Platforms Inc Class A

2.46 567,335
Communication Services

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