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Morningstar

Democracy International DMCY

Morningstar Analyst Rating
Quantitative rating as of | See Democracy Investments Investment Hub

Morningstar’s Analysis DMCY

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

People Pillar

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

Summary

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Democracy International’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DMCY

More DMCY Holdings
  • Current Portfolio Date Mar 22, 2023
  • Equity Holdings 177
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard FTSE Pacific ETF

25.00
2,808,047
—

Vanguard FTSE Emerging Markets ETF

6.87
771,302
—

iShares MSCI Taiwan ETF

3.42
384,719
—

iShares MSCI Australia ETF

2.40
269,267
—

iShares MSCI India ETF

2.32
260,116
—

iShares MSCI Japan ETF

2.16
243,172
—

Nestle SA

1.65
185,685
Consumer Defensive

ASML Holding NV

1.50
168,571
Technology

Novo Nordisk A/S Class B

1.27
142,672
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

1.14
127,512
Consumer Cyclical