Morningstar

iMGP Berkshire Dividend Growth ETF BDVG

Morningstar Medalist Rating
Medalist Rating as of | See iM Global Investment Hub

Morningstar’s Analysis BDVG

Will BDVG outperform in the 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 BDVG’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BDVG

More BDVG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dell Technologies Inc Ordinary Shares - Class C

6.81 2M
Technology

Apple Inc

4.58 1M
Technology

Nucor Corp

4.50 1M
Basic Materials

Chevron Corp

4.33 973,673
Energy

Cisco Systems Inc

4.23 953,064
Technology

JPMorgan Chase & Co

4.21 947,166
Financial Services

AbbVie Inc

4.19 943,032
Healthcare

Microsoft Corp

3.80 854,491
Technology

Bank of America Corp

3.21 721,687
Financial Services

Norfolk Southern Corp

2.88 648,900
Industrials

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