Madison Dividend Value 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.
Madison Dividend Value ETF DIVL
Morningstar’s Analysis DIVL
Will DIVL 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 DIVL 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 DIVL’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 42.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Texas Instruments Inc | 5.33 | 3M | Technology |
Johnson & Johnson | 4.84 | 3M | Healthcare |
Exxon Mobil Corp | 4.82 | 3M | Energy |
Chevron Corp | 4.74 | 3M | Energy |
Bunge Global SA | 4.12 | 3M | Consumer Defensive |
NextEra Energy Inc | 3.96 | 2M | Utilities |
Honeywell International Inc | 3.74 | 2M | Industrials |
Analog Devices Inc | 3.68 | 2M | Technology |
CME Group Inc Class A | 3.60 | 2M | Financial Services |
Procter & Gamble Co | 3.58 | 2M | Consumer Defensive |