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Morningstar

Applied Finance Valuation LgCp ETF VSLU

Morningstar Medalist Rating
Medalist Rating as of | See Applied Finance Investment Hub

Morningstar’s Analysis VSLU

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

  • People Pillar

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

A sound investment process and strong management team underpin Applied Finance Valuation LgCp ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 VSLU

More VSLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.44 14.4 Mil
Technology

NVIDIA Corp

7.80 13.3 Mil
Technology

Alphabet Inc Class A

5.92 10.1 Mil
Communication Services

Microsoft Corp

5.73 9.8 Mil
Technology

Mastercard Inc Class A

4.65 7.9 Mil
Financial Services

Meta Platforms Inc Class A

3.72 6.3 Mil
Communication Services

Amazon.com Inc

3.50 6.0 Mil
Consumer Cyclical

Broadcom Inc

3.33 5.7 Mil
Technology

Visa Inc Class A

2.96 5.1 Mil
Financial Services

Merck & Co Inc

2.33 4.0 Mil
Healthcare