Morningstar

Alpha Architect US Quantitative Val ETF QVAL

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis QVAL

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

  • People Pillar

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

Weakness in Alpha Architect US Quantitative Val ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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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

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Portfolio Holdings QVAL

More QVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

2.14 8.0 Mil
Energy

SM Energy Co

2.12 7.9 Mil
Energy

Weatherford International PLC Ordinary Shares - New

2.09 7.8 Mil
Energy

Liberty Energy Inc Class A

2.08 7.7 Mil
Energy

Devon Energy Corp

2.08 7.7 Mil
Energy

PACCAR Inc

2.07 7.7 Mil
Industrials

Dick's Sporting Goods Inc

2.03 7.6 Mil
Consumer Cyclical

Baker Hughes Co Class A

2.03 7.6 Mil
Energy

HP Inc

2.01 7.5 Mil
Technology

Signet Jewelers Ltd

2.01 7.5 Mil
Consumer Cyclical

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