NETZ – TCW Transform Systems ETF – ETF Stock Quote | Morningstar

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Will NETZ outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NETZ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in TCW Transform Systems ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

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 Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 4, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 66.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
GE Aerospace	8.93	16.4 Mil	Industrials
Republic Services Inc	8.80	16.1 Mil	Industrials
Vertiv Holdings Co Class A	8.47	15.5 Mil	Industrials
Safran SA	7.08	13.0 Mil	Industrials
Microsoft Corp	6.29	11.5 Mil	Technology
Diamondback Energy Inc	6.09	11.2 Mil	Energy
Vistra Corp	5.88	10.8 Mil	Utilities
Exxon Mobil Corp	5.61	10.3 Mil	Energy
Airbus SE	5.04	9.2 Mil	Industrials
Union Pacific Corp	4.65	8.5 Mil	Industrials

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