Morningstar

Madison Dividend Value ETF DIVL

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub

Morningstar’s Analysis DIVL

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Madison Dividend Value ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DIVL

More DIVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

5.42 3M
Energy

Johnson & Johnson

5.40 3M
Healthcare

ExxonMobil Holdings Corp

5.39 3M
Energy

AbbVie Inc

3.91 2M
Healthcare

CME Group Inc Class A

3.89 2M
Financial Services

ConocoPhillips

3.86 2M
Energy

NextEra Energy Inc

3.61 2M
Utilities

Union Pacific Corp

3.59 2M
Industrials

Procter & Gamble Co

3.49 2M
Consumer Defensive

Analog Devices Inc

3.45 2M
Technology

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