LSV Disciplined Value ETF LSVD

Medalist Rating as of | See LSV Investment Hub

Morningstar’s Analysis LSVD

Will LSVD outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LSV Disciplined Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings LSVD

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.1740M
Technology

NVIDIA Corp

5.4535M
Technology

Amazon.com Inc

4.0826M
Consumer Cyclical

Microsoft Corp

3.6724M
Technology

Alphabet Inc Class A

3.1821M
Communication Services

Alphabet Inc Class C

2.7118M
Communication Services

Meta Platforms Inc Class A

2.5617M
Communication Services

JPMorgan Chase & Co

1.6611M
Financial Services

Micron Technology Inc

1.5310M
Technology

Cisco Systems Inc

1.5010M
Technology

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