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Constrained Capital ESG Orphans ETF ORFN

Medalist Rating as of | See Constrained Capital Investment Hub

Morningstar’s Analysis ORFN

Will ORFN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Despite Constrained Capital ESG Orphans ETF’s middling Parent Pillar rating, strength in the Process Pillar helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

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Portfolio Holdings ORFN

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.96
203,907
Industrials
5.86
200,654
Consumer Defensive
5.72
195,639
Utilities
5.36
183,490
Energy
5.36
183,431
Industrials
4.84
165,709
Industrials
4.38
150,004
Energy
3.93
134,564
Consumer Defensive
3.93
134,505
Consumer Defensive
3.33
113,763
Consumer Defensive