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Applied Finance Valuation LgCp ETF VSLU

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings VSLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.52 11.0 Mil
Technology

NVIDIA Corp

6.69 9.8 Mil
Technology

Alphabet Inc Class A

6.35 9.3 Mil
Communication Services

Microsoft Corp

5.92 8.7 Mil
Technology

Mastercard Inc Class A

5.05 7.4 Mil
Financial Services

Meta Platforms Inc Class A

3.90 5.7 Mil
Communication Services

Amazon.com Inc

3.62 5.3 Mil
Consumer Cyclical

Visa Inc Class A

3.30 4.8 Mil
Financial Services

Broadcom Inc

3.21 4.7 Mil
Technology

Merck & Co Inc

2.46 3.6 Mil
Healthcare