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Opal Dividend Income ETF DIVZ

Medalist Rating as of | See TrueMark Investment Hub

Morningstar’s Analysis DIVZ

Will DIVZ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings DIVZ

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.99 3.7 Mil
Technology

Citigroup Inc

5.54 3.4 Mil
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

5.52 3.4 Mil
Financial Services

Qualcomm Inc

5.40 3.4 Mil
Technology

Verizon Communications Inc

4.74 3.0 Mil
Communication Services

Exxon Mobil Corp

4.50 2.8 Mil
Energy

American Electric Power Co Inc

4.38 2.7 Mil
Utilities

British American Tobacco PLC ADR

4.33 2.7 Mil
Consumer Defensive

NextEra Energy Inc

4.24 2.6 Mil
Utilities

Oracle Corp

3.88 2.4 Mil
Technology