The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Morningstar’s Analysis EELV
Will EELV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 204
- Bond Holdings 0
- Other Holdings 16
- % Assets in Top 10 Holdings 8.0