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Morningstar

USCF ESG Dividend Income ETF UDI

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

Morningstar’s Analysis UDI

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

  • People Pillar

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

USCF ESG Dividend Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 UDI

More UDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.39 317,177
Financial Services

Johnson & Johnson

4.43 260,525
Healthcare

Coca-Cola Co

4.36 256,691
Consumer Defensive

Paychex Inc

4.23 249,276
Industrials

The Goldman Sachs Group Inc

4.14 243,906
Financial Services

Texas Instruments Inc

4.11 241,779
Technology

Old Republic International Corp

4.09 240,848
Financial Services

AbbVie Inc

3.71 218,146
Healthcare

Jefferies Financial Group Inc

3.68 216,492
Financial Services

Bank of New York Mellon Corp

3.52 207,026
Financial Services