iMGP Berkshire Dividend Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iMGP Berkshire Dividend Growth ETF BDVG
Morningstar’s Analysis BDVG
Will BDVG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BDVG 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 BDVG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Chevron Corp | 4.86 | 444,835 | Energy |
JPMorgan Chase & Co | 4.17 | 382,114 | Financial Services |
AbbVie Inc | 3.88 | 355,161 | Healthcare |
Apple Inc | 3.86 | 353,783 | Technology |
Nucor Corp | 3.61 | 330,421 | Basic Materials |
Cisco Systems Inc | 3.38 | 309,817 | Technology |
Lockheed Martin Corp | 3.36 | 307,635 | Industrials |
Bank of America Corp | 3.18 | 291,671 | Financial Services |
Microsoft Corp | 3.02 | 276,887 | Technology |
PPL Corp | 3.00 | 274,582 | Utilities |
United States