Morningstar

Bahl & Gaynor Dividend ETF BGDV

Morningstar Medalist Rating
Medalist Rating as of | See Bahl & Gaynor Investment Hub

Morningstar’s Analysis BGDV

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bahl & Gaynor Dividend 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 BGDV

More BGDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.02 40M
Technology

Broadcom Inc

4.86 39M
Technology

Eli Lilly and Co

4.34 35M
Healthcare

Western Digital Corp

3.87 31M
Technology

Victory Capital Holdings Inc Class A

3.41 27M
Financial Services

Alphabet Inc Class A

3.16 25M
Communication Services

AbbVie Inc

3.12 25M
Healthcare

Motorola Solutions Inc

2.91 23M
Technology

TJX Companies Inc

2.79 22M
Consumer Cyclical

Williams Companies Inc

2.69 22M
Energy

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