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Morningstar

KraneShares Value Line® Dyn Div Eq ETF KVLE

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

Morningstar’s Analysis KVLE

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit KraneShares Value Line ® Dyn Div Eq ETF 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KVLE

More KVLE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.85 1.8 Mil
Technology

NVIDIA Corp

5.47 1.7 Mil
Technology

Apple Inc

3.72 1.2 Mil
Technology

Amazon.com Inc

2.95 912,379
Consumer Cyclical

The Home Depot Inc

2.36 730,604
Consumer Cyclical

Meta Platforms Inc Class A

2.21 684,649
Communication Services

Pfizer Inc

1.96 607,704
Healthcare

Cisco Systems Inc

1.95 603,633
Technology

The Goldman Sachs Group Inc

1.84 568,908
Financial Services

Duke Energy Corp

1.73 535,541
Utilities