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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 Copper Place 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
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Portfolio Holdings GDVD

More GDVD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.18 961,680
Technology

Microsoft Corp

4.06 933,869
Technology

Michelin

3.69 849,696
Consumer Cyclical

JPMorgan Chase & Co

3.45 792,529
Financial Services

BlackRock Inc

3.21 737,828
Financial Services

Chevron Corp

3.17 728,465
Energy

Philip Morris International Inc

3.16 726,291
Consumer Defensive

Novo Nordisk A/S Class B

3.09 709,783
Healthcare

Apple Inc

2.70 622,021
Technology

DBS Group Holdings Ltd

2.65 609,821
Financial Services