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Opal Dividend Income ETF DIVZ

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DIVZ

More DIVZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.66 3.5 Mil
Technology

Citigroup Inc

5.65 3.5 Mil
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

5.51 3.4 Mil
Financial Services

Qualcomm Inc

5.16 3.2 Mil
Technology

Verizon Communications Inc

4.77 3.0 Mil
Communication Services

American Electric Power Co Inc

4.53 2.8 Mil
Utilities

Exxon Mobil Corp

4.48 2.8 Mil
Energy

British American Tobacco PLC ADR

4.39 2.7 Mil
Consumer Defensive

NextEra Energy Inc

4.38 2.7 Mil
Utilities

Chevron Corp

3.82 2.4 Mil
Energy