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Democracy International DMCY

Morningstar Medalist Rating
Medalist 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.

Democracy International’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DMCY

More DMCY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard FTSE Pacific ETF

24.51 1.9 Mil
—

Vanguard FTSE Emerging Markets ETF

6.57 500,892
—

iShares MSCI Taiwan ETF

3.41 259,952
—

iShares MSCI India ETF

2.87 218,953
—

iShares MSCI Japan ETF

2.20 167,417
—

iShares MSCI Australia ETF

2.19 167,001
—

Novo Nordisk A/S Class B

1.96 149,278
Healthcare

ASML Holding NV

1.78 135,409
Technology

Nestle SA

1.23 94,084
Consumer Defensive

Shell PLC

1.19 90,370
Energy