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Copper Place Global Dividend Growth ETF GDVD

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GDVD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GDVD

More GDVD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.56 1.1 Mil
Technology

Microsoft Corp

3.72 890,657
Technology

Us Dollars

3.43 821,671
Cash and Equivalents

Chevron Corp

3.19 764,255
Energy

JPMorgan Chase & Co

3.07 734,419
Financial Services

Novo Nordisk A/S Class B

2.89 690,881
Healthcare

Michelin

2.84 680,007
Consumer Cyclical

BlackRock Inc

2.79 668,247
Financial Services

Philip Morris International Inc

2.58 616,513
Consumer Defensive

Deutsche Boerse AG

2.57 615,863
Financial Services