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Morningstar

Distillate Intntnl Fndmntl Stblty&Vl ETF DSTX

Morningstar Medalist Rating
Medalist Rating as of | See Distillate Capital Investment Hub

Morningstar’s Analysis DSTX

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

  • People Pillar

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

Distillate Intntnl Fndmntl Stblty& Vl ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSTX

More DSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alibaba Group Holding Ltd Ordinary Shares

2.71 949,730
Consumer Cyclical

Petroleo Brasileiro SA Petrobras ADR

2.34 820,048
Energy

Roche Holding AG ADR

2.30 807,150
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.17 762,047
Technology

British American Tobacco PLC ADR

2.02 709,170
Consumer Defensive

Siemens AG

1.96 687,548
Industrials

SK Hynix Inc

1.96 686,950
Technology

Rio Tinto Ltd

1.79 628,438
Basic Materials

Meituan Class B

1.62 568,396
Consumer Cyclical

Stellantis NV

1.56 545,670
Consumer Cyclical