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Madison Dividend Value ETF DIVL

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub

Morningstar’s Analysis DIVL

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Madison Dividend Value ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DIVL

More DIVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

4.34 2.8 Mil
Utilities

Fastenal Co

3.99 2.6 Mil
Industrials

Morgan Stanley

3.87 2.5 Mil
Financial Services

Texas Instruments Inc

3.84 2.5 Mil
Technology

EOG Resources Inc

3.82 2.5 Mil
Energy

Medtronic PLC

3.68 2.4 Mil
Healthcare

AbbVie Inc

3.64 2.4 Mil
Healthcare

Automatic Data Processing Inc

3.62 2.4 Mil
Industrials

Bank of America Corp

3.57 2.3 Mil
Financial Services

CME Group Inc Class A

3.50 2.3 Mil
Financial Services