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R3 Global Dividend Growth ETF GDVD

Medalist Rating as of | See R3 ETFs Investment Hub

Morningstar’s Analysis GDVD

Will GDVD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit R3 Global Dividend Growth ETF to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings GDVD

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.07
238,651
Financial Services
3.02
235,328
Energy
3.02
234,780
Technology
2.97
231,054
Utilities
2.82
219,749
Healthcare
2.63
205,011
Communication Services
2.59
201,267
Basic Materials
2.57
199,746
Financial Services
2.50
194,500
Financial Services