The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Opal Dividend Income ETF DIVZ
Morningstar’s Analysis DIVZ
Will DIVZ outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NextEra Energy Inc | 5.40 | 6.2 Mil | Utilities |
British American Tobacco PLC ADR | 4.90 | 5.6 Mil | Consumer Defensive |
American Electric Power Co Inc | 4.86 | 5.5 Mil | Utilities |
Citigroup Inc | 4.69 | 5.3 Mil | Financial Services |
Verizon Communications Inc | 4.40 | 5.0 Mil | Communication Services |
Broadcom Inc | 4.39 | 5.0 Mil | Technology |
Philip Morris International Inc | 4.38 | 5.0 Mil | Consumer Defensive |
Exxon Mobil Corp | 4.10 | 4.7 Mil | Energy |
Oracle Corp | 3.55 | 4.1 Mil | Technology |
Chevron Corp | 3.52 | 4.0 Mil | Energy |