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Distillate Small/Mid Cash Flow ETF DSMC

Morningstar Medalist Rating
Medalist Rating as of | See Distillate Capital Investment Hub

Morningstar’s Analysis DSMC

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

  • People Pillar

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

Distillate Small/ Mid Cash Flow ETF’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 DSMC

More DSMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Williams-Sonoma Inc

1.79 1.1 Mil
Consumer Cyclical

Dick's Sporting Goods Inc

1.69 1.0 Mil
Consumer Cyclical

Snap-on Inc

1.52 913,443
Industrials

Chord Energy Corp Ordinary Shares - New

1.50 900,580
Energy

Owens-Corning Inc

1.50 898,162
Industrials

Skyworks Solutions Inc

1.43 855,248
Technology

Quest Diagnostics Inc

1.40 842,756
Healthcare

United Therapeutics Corp

1.40 841,130
Healthcare

Alpha Metallurgical Resources Inc

1.40 838,706
Basic Materials

Toll Brothers Inc

1.30 780,714
Consumer Cyclical