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Defiance Next Gen H2 ETF HDRO

Medalist Rating as of | See Defiance Investment Hub

Morningstar’s Analysis HDRO

Will HDRO outperform in future?

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

Defiance Next Gen H2 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings HDRO

  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 64.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.57
2,553,083
Industrials
8.63
2,300,371
Industrials
8.31
2,215,440
Industrials
7.58
2,021,018
Industrials
7.58
2,020,385
Industrials
4.67
1,245,479
Consumer Cyclical
4.60
1,226,157
Industrials
4.58
1,221,158
Industrials
4.46
1,190,291
Industrials
4.41
1,176,219
Industrials