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Distillate US Fdmtl Stblty & Val ETF DSTL

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

Morningstar’s Analysis DSTL

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

  • People Pillar

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

Distillate US Fdmtl Stblty& Val ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSTL

More DSTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

3.02 52.6 Mil
Healthcare

Johnson & Johnson

2.37 41.3 Mil
Healthcare

AbbVie Inc

2.28 39.8 Mil
Healthcare

Alphabet Inc Class A

2.13 37.1 Mil
Communication Services

T-Mobile US Inc

2.07 36.0 Mil
Communication Services

Comcast Corp Class A

1.69 29.4 Mil
Communication Services

Bristol-Myers Squibb Co

1.68 29.3 Mil
Healthcare

Cisco Systems Inc

1.66 28.8 Mil
Technology

Philip Morris International Inc

1.61 28.0 Mil
Consumer Defensive

Amgen Inc

1.57 27.3 Mil
Healthcare