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Morningstar

Xtrackers MSCI EAFE High Div Yld Eq ETF HDEF

Morningstar Medalist Rating
Medalist Rating as of | See Xtrackers Investment Hub

Morningstar’s Analysis HDEF

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

  • People Pillar

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

A sound investment process and strong management team underpin Xtrackers MSCI EAFE High Div Yld Eq ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HDEF

More HDEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roche Holding AG

6.11 94.7 Mil
Healthcare

Novartis AG Registered Shares

5.33 82.6 Mil
Healthcare

Unilever PLC

5.21 80.8 Mil
Consumer Defensive

TotalEnergies SE

4.66 72.2 Mil
Energy

BHP Group Ltd

4.40 68.1 Mil
Basic Materials

Sanofi SA

4.16 64.5 Mil
Healthcare

Allianz SE

3.81 59.0 Mil
Financial Services

Zurich Insurance Group AG

2.72 42.1 Mil
Financial Services

Rio Tinto PLC Registered Shares

2.49 38.5 Mil
Basic Materials

British American Tobacco PLC

2.41 37.4 Mil
Consumer Defensive