Morningstar

PLUS Korea Defense Industry Index ETF KDEF

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

Morningstar’s Analysis KDEF

Will KDEF outperform in the 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 KDEF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PLUS Korea Defense Industry Index ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings KDEF

More KDEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hanwha Aerospace Co Ltd

19.15 18M
Industrials

LIG Defense&Aerospace Co Ltd

7.06 7M
Industrials

Hyundai Rotem Co

6.50 6M
Industrials

Korea Aerospace Industries Ltd

6.06 6M
Industrials

SK Oceanplant Co Ltd

4.74 4M
Industrials

SNT Dynamics Co Ltd

4.74 4M
Industrials

Hanwha Systems Co Ltd Ordinary Shares

4.73 4M
Industrials

SNT Motiv Ordinary Shares

4.49 4M
Consumer Cyclical

Sphere Corp

4.24 4M
Healthcare

Poongsan Corp

4.19 4M
Industrials

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