Morningstar

ALPS Dynamic US Dividend Advantage ETF RFDA

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

Morningstar’s Analysis RFDA

Will RFDA outperform in the 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 RFDA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Dynamic US Dividend Advtg ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RFDA

More RFDA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

3.22 3M
Healthcare

Johnson & Johnson

3.07 3M
Healthcare

JPMorgan Chase & Co

3.06 3M
Financial Services

State Street Instl Trs Pls MMkt Premier

2.90 3M
Corporate

Citigroup Inc

2.65 2M
Financial Services

NVIDIA Corp

2.63 2M
Technology

ConocoPhillips

2.26 2M
Energy

Phillips 66

2.09 2M
Energy

Microsoft Corp

2.05 2M
Technology

Apple Inc

2.02 2M
Technology

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