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Kingsbarn Dividend Opportunity ETF DVDN

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

Morningstar’s Analysis DVDN

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

  • People Pillar

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

Weakness in Kingsbarn Dividend Opportunity ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings DVDN

More DVDN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AG Mortgage Investment Trust Inc

10.14 58,975
Real Estate

Arbor Realty Trust Inc

9.88 57,438
Real Estate

TPG RE Finance Trust Inc

7.20 41,882
Real Estate

Redwood Trust Inc

7.10 41,278
Real Estate

CION Invt Corp Ordinary Shares

7.04 40,948
Financial Services

Franklin BSP Realty Trust Inc.

6.93 40,282
Real Estate

Apollo Commercial Real Estate Finance Inc

6.90 40,139
Real Estate

BlackRock TCP Capital Corp

6.68 38,864
Financial Services

Annaly Capital Management Inc

6.11 35,512
Real Estate

AGNC Investment Corp

6.07 35,298
Real Estate