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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 Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

2.64 3.5 Mil
Cash and Equivalents

Atlas Copco AB Class A

1.71 2.2 Mil
Industrials

Groupe Bruxelles Lambert SA

1.69 2.2 Mil
Financial Services

Amphenol Corp Class A

1.64 2.2 Mil
Technology

Kao Corp

1.57 2.1 Mil
Consumer Defensive

Volvo AB Class B

1.55 2.0 Mil
Industrials

Harvey Norman Holdings Ltd

1.53 2.0 Mil
Consumer Cyclical

Screen Holdings Co Ltd

1.48 1.9 Mil
Technology

SECOM Co Ltd

1.45 1.9 Mil
Industrials

Beiersdorf AG

1.39 1.8 Mil
Consumer Defensive