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.
LSV Disciplined Value ETF LSVD
Morningstar’s Analysis LSVD
Will LSVD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LSVD 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 LSVD’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.31 | 40M | Technology |
Apple Inc | 4.92 | 31M | Technology |
Alphabet Inc Class A | 4.08 | 26M | Communication Services |
Amazon.com Inc | 3.82 | 24M | Consumer Cyclical |
Alphabet Inc Class C | 3.48 | 22M | Communication Services |
Microsoft Corp | 2.82 | 18M | Technology |
Micron Technology Inc | 2.33 | 15M | Technology |
Meta Platforms Inc Class A | 2.13 | 14M | Communication Services |
Cisco Systems Inc | 1.91 | 12M | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 1.91 | 12M | Technology |
United States