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Sound Equity Dividend Income ETF DIVY

Morningstar Medalist Rating
Medalist Rating as of | See Sound Income Strategies Investment Hub

Morningstar’s Analysis DIVY

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

  • People Pillar

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

Sound Equity Dividend Income ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 DIVY

More DIVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LyondellBasell Industries NV Class A

4.86 1.3 Mil
Basic Materials

ONEOK Inc

4.60 1.3 Mil
Energy

Patterson Companies Inc

4.24 1.2 Mil
Healthcare

TotalEnergies SE ADR

4.18 1.1 Mil
Energy

Omnicom Group Inc

4.06 1.1 Mil
Communication Services

Greif Inc Class B

3.76 1.0 Mil
Consumer Cyclical

Cisco Systems Inc

3.72 1.0 Mil
Technology

Enbridge Inc

3.64 992,694
Energy

International Business Machines Corp

3.64 991,734
Technology

AT&T Inc

3.58 975,587
Communication Services