Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Unusual Whales Subversive Rep Trd ETF KRUZ
Morningstar’s Analysis KRUZ
Will KRUZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co | 3.31 | 821,821 | Financial Services |
NVIDIA Corp | 2.78 | 691,686 | Technology |
Comfort Systems USA Inc | 2.54 | 630,249 | Industrials |
Arista Networks Inc | 1.80 | 447,274 | Technology |
United Therapeutics Corp | 1.79 | 444,787 | Healthcare |
Intel Corp | 1.64 | 406,708 | Technology |
Elevance Health Inc | 1.54 | 381,881 | Healthcare |
National Fuel Gas Co | 1.47 | 366,340 | Energy |
Texas Instruments Inc | 1.40 | 348,941 | Technology |
Shell PLC ADR (Representing - Ordinary Shares) | 1.38 | 343,366 | Energy |