Morningstar

Distillate U.S. Fundamental Stability & Value ETF DSTL

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

Morningstar’s Analysis DSTL

Will DSTL outperform in the 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.

Reasonable logic, but not a standout.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

Distillate US Fundamental Stability & Value uses a simple approach with worthy objectives but lacks clear analytical advantages; it merits Average Process and People ratings.

by Margaret Giles
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 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Merck & Co Inc

2.09 42M
Healthcare

UnitedHealth Group Inc

2.05 41M
Healthcare

Salesforce Inc

2.02 40M
Technology

AbbVie Inc

1.99 40M
Healthcare

Comcast Corp Class A

1.75 35M
Communication Services

Marathon Petroleum Corp

1.73 35M
Energy

Booking Holdings Inc

1.67 33M
Consumer Cyclical

Accenture PLC Class A

1.66 33M
Technology

Uber Technologies Inc

1.61 32M
Technology

T-Mobile US Inc

1.50 30M
Communication Services

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