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Morningstar

Knowledge Leaders Developed World ETF KLDW

Morningstar Medalist Rating
Medalist Rating as of | See Knowledge Leaders Capital Investment Hub

Morningstar’s Analysis KLDW

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

People Pillar

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

Weakness in Knowledge Leaders Developed World ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KLDW

More KLDW Holdings
  • Current Portfolio Date
  • Equity Holdings 99
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

3.15
3,875,856
Cash and Equivalents

Groupe Bruxelles Lambert SA

1.94
2,386,280
Financial Services

Atlas Copco AB Class A

1.61
1,978,806
Industrials

Kao Corp

1.57
1,931,866
Consumer Defensive

SECOM Co Ltd

1.54
1,894,451
Industrials

Volvo AB Class B

1.48
1,817,129
Industrials

Accenture PLC Class A

1.47
1,803,765
Technology

Beiersdorf AG

1.44
1,770,017
Consumer Defensive

Sage Group (The) PLC

1.42
1,749,198
Technology

Amphenol Corp Class A

1.38
1,698,672
Technology