Morningstar

Touchstone Climate Transition ETF HEAT

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis HEAT

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

  • People Pillar

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

Touchstone Climate Transition ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings HEAT

More HEAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.84 472,592
Technology

NextEra Energy Inc

3.76 462,201
Utilities

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.19 392,156
Technology

United Rentals Inc

2.50 307,419
Industrials

Dreyfus Gov Cash

2.48 304,619
Cash and Equivalents

Keyence Corp

2.40 294,982
Technology

Yadea Group Holdings Ltd Shs Unitary 144A/RegS

2.37 291,426
Consumer Cyclical

On Holding AG

2.32 284,873
Consumer Cyclical

SSE PLC

2.18 268,206
Utilities

BYD Co Ltd Class H

2.17 267,625
Consumer Cyclical

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