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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 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.

Weakness in iMGP Berkshire Dividend Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.42 212,043
Technology

Nucor Corp

5.32 207,795
Basic Materials

Chevron Corp

4.63 181,086
Energy

Bank of America Corp

4.60 179,968
Financial Services

JPMorgan Chase & Co

4.24 165,848
Financial Services

AbbVie Inc

4.04 158,063
Healthcare

Qualcomm Inc

3.52 137,472
Technology

Norfolk Southern Corp

3.29 128,454
Industrials

Waste Management Inc

3.28 128,316
Industrials

Apple Inc

3.26 127,238
Technology